LTCMA 2019 Theme: Will debt be a drag?
Developed market governments aren���t tackling high public debt levels, dating back to the global financial crisis. Will high debt to GDP lead to political pressure on central banks to keep rates low?
A broad overview of our 2019 assumptions
Is your portfolio fit to clear late-cycle hurdles? We consider plausible recession scenarios and how they might challenge different types of investors to survive the short term so they can thrive in the long term.
This executive summary gives a broad overview of our 2019 Long-Term Capital Market Assumptions.
Key findings from the Multi-Asset Solutions Strategy Summit
China's GDP is on the cusp of middle income status. Discover the implications for financial markets, and whether it’s a good time to invest in China.
In an environment already characterized by low inflation and low interest rates, monetary stimulus will likely continue to be relatively ineffective.
Chinese renminbi Assumptions
Danish krone Assumptions