This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
The cost of capital in China's changing markets
Mario Draghi reacted to the increased economic risks to the economic outlook with a bold package of monetary easing measures.
The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. In this piece we highlight the driving forces and discuss the ways in which investors can include ESG factors
This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
The theory of negative interest rates is straightforward, but the practice is not. What do negative rates mean for savers?
While no deal is not the most likely scenario in our view, the risks are rising. The UK outlook is binary. A Brexit deal could see sterling bounce to 1.40 against the dollar, but no deal on 31 October could see a further slump to 1.10.