In tandem with the escalations and setbacks in the trade war since midyear, policy uncertainty has risen significantly above its long-term average. This policy uncertainty could ratchet the economic outlook in either direction.
We expect continued solid returns for emerging market debt (EMD) over the next six to 12 months, driven by healthy fundamentals, a supportive net issuance level and attractive valuations.
North America, Europe, Middle East, Africa, Central America, South America, and Asia
Impacts of disruption on the core infrastructure investor
Disruption and the core infrastructure investor
The how and why of diversification
Article highlighting why now is a good time for investing in infrastructure
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.