Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
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.
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.
The ECB’s forceful stimulus package surprised investors with an open-ended approach to a relaunched QE—asset purchases of €20 billion per month will continue until inflation starts to rise.
A weekly review of global markets and multi-asset portfolios
Global markets and multi-asset portfolios
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics