Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Global markets and multi-asset portfolios
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Time-tested projections for resilient portfolios
A broad overview of our 2017 Long-Term Capital Market Assumptions
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