The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Incorporating Environmental, Social & Governance
Key findings from the Multi-Asset Solutions Strategy Summit
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.