Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Themes from the quarterly Quantitative Beta Research Summit
Our 2020 Long-Term Capital Market Assumptions (LTCMAs) present our forecasts for economic growth, inflation and asset returns over the next 10 to 15 years.
As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.
The S&P 500 could hit 10,000 by the mid-2030s