What to expect in the next 15 years.
Article highlighting why now is a good time for investing in infrastructure
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
Full 62-page report with analysis of all asset classes.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
We expect another positive year for emerging market debt in 2020, with base case expectations of about 8% returns for emerging market hard currency, and 11% for emerging market local currency.
LTCMRA Assumptions White Paper US
Pension Pulse Summer 2019