The world economy stands on the brink of a massive swing in savings, driven by global aging. Learn how growth and interest rates could be affected.
One of the mysteries of American economics is the emphasis on a ���strong dollar.��� Today���s overvalued-dollar has kept inflation too low and, for years, hurt U.S. manufacturing.
Automation and artificial intelligence (AI) can boost productivity and long-term economic growth, but fears of joblessness are a real concern.
Mostly stable, mostly moderate
The tide has turned for the U.S. dollar
G4 government bonds: A slow road to low yields
Modestly but steadily lower returns
A stable to improving alpha outlook offsets the beta drag
Cyclically lower, structurally unchanged
Our expectations for returns, volatilities and correlations, arranged in an easy-to-reference matrix format.