The cost of capital in China's changing markets
Do we still see promise in emerging market growth?
Is your portfolio fit to clear late-cycle hurdles? We consider plausible recession scenarios and how they might challenge different types of investors to survive the short term so they can thrive in the long term.
Developed market governments aren���t tackling high public debt levels, dating back to the global financial crisis. Will high debt to GDP lead to political pressure on central banks to keep rates low?
A broad overview of our 2019 assumptions
What do our long-term growth and inflation forecasts say about today���s economy?
New technology could boost productivity and, in turn, economic growth, but relatively full equity valuations and low bond yields pose cyclical challenges.
A stable to improving alpha outlook offsets the beta drag
Recessions are milder and less frequent, while recoveries are weaker. The business cycle has not been eliminated, but perhaps it has been tamed.
Automation and artificial intelligence (AI) can boost productivity and long-term economic growth, but fears of joblessness are a real concern.