What to expect in the next 15 years.
A broad overview of our 2017 Long-Term Capital Market Assumptions
Full 62-page report with analysis of all asset classes.
Time-tested projections for resilient portfolios
The general public, especially in Asia, is understandably anxious about the latest coronavirus outbreak that originated in Wuhan, China.
This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
Expected returns and correlations of asset classes.