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
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.
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.
Expected returns and correlations of asset classes.
The Bank of England (BoE) held its base rate of interest unchanged at 0.5% at its meeting today.
Reactions following the October 2017 ECB meeting from the Global Market Insights Strategy team.