The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
The how and why of diversification
What to expect in the next 15 years.
Article highlighting why now is a good time for investing in infrastructure
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
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.
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure