A broad overview of our 2019 assumptions
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.
Optimism faded following an agreement in principle for a “phase one” trade deal between the U.S. and China as details of the agreement underwhelmed market participants.
The stakes are high, since the internet has been a key driver of growth and consumer welfare for the last 20 years. What are the implications if Net Neutrality is repealed?
Technology, productivity and the labor force
The path of the U.S. dollar: Looking forward by looking back
The cost of capital in China's changing markets
How demographic change will affect savings, growth and interest rates
LTCMA 2017 Macroeconomic Assumptions
Matching cashflows and managing liquidity in maturing pension funds illustrated in an easy to read infographic.