John Bilton, Head of Global Multi-Asset Strategy, discusses the themes of our 2017 Long-Term Capital Market Assumptions.
Our commodities strategies leverage the insights and expertise of our global platform to guide commodity positioning and risk-taking.
What do our long-term growth and inflation forecasts say about today���s economy?
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction?
Where do we expect bond yields to go?
Macroeconomic assumptions: Mostly stable, mostly moderate
How do your peers embed ESG into portfolios?