Our 2020 Long-Term Capital Market Assumptions (LTCMAs) present our forecasts for economic growth, inflation and asset returns over the next 10 to 15 years.
As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.
Themes from the quarterly Quantitative Beta Research Summit
Implications for insurance capital requirements
Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics.
Key findings from the Multi-Asset Solutions Strategy Summit
The S&P 500 could hit 10,000 by the mid-2030s
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
Our Global Emerging Markets portfolio managers demonstrate why long-term investors are in a strong position to take advantage of compound earnings growth.
Pension Pulse Summer 2019