Discover our fixed income LTCMA's. Expecting dovish central banks, we forecast lower equilibrium interest rates across all major G4 markets.
Our expectations for returns, volatilities and correlations, arranged in an easy-to-reference matrix format.
Cyclically lower, structurally unchanged
In an environment already characterized by low inflation and low interest rates, monetary stimulus will likely continue to be relatively ineffective.
Discover what the adoption of e-commerce technology can mean for economic growth and investment opportunities. Read the insights from our 2020 LTCMA.
This executive summary gives a broad overview of our 2018 Long-Term Capital Market Assumptions.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
U.S. dollar Assumptions
Australia dollar Assumptions
Singapore dollar Assumptions