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1Q 2017 earnings update: The recovery continues
1Q17 will mark the third consecutive quarter of positive earnings growth since the earnings recession ended in the middle of last year.
How will the Brexit negotiations conclude?
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
Waiting on the world to change
David Kelly, the Fed, interest rates
What is a trade war, and are we in one?
Multi-asset implications
2016 Long-term Capital Market Assumptions White Paper (US)
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Long Term Capital Markets Return Assumptions 2013
Expected returns and correlations of asset classes.
Long-term Capital Market Return Assumptions 2011 - Full Report
Full 62-page report with analysis of all asset classes.
Long-term Capital Market Return Assumptions 2011
Expected returns and correlations of asset classes.
2017 Long-term Capital Market Assumptions - Executive Summary
A broad overview of our 2017 Long-Term Capital Market Assumptions