Despite the Swiss National Bank (SNB) continued to characterise the Swiss franc as highly valued, we suggest that any overvaluation may be illusory.
Consensus reactions to the Phase I US-China deal are very skeptical, but may be missing the broader point. A brief note on what happened, and the alternatives.
Economists and analysts reacting to the deal have been pretty skeptical. I have aggregated representative responses below. I will give you my thoughts afterwards.
A broad overview of our 2017 Long-Term Capital Market Assumptions
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Pension Pulse Summer 2019
Pension Pulse Spring 2019
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
Pension Pulse Summer 2018