LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
Time-tested projections for resilient portfolios
A broad overview of our 2017 Long-Term Capital Market Assumptions
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Analysis of the Bank of Japan's aggressive new monetary policies designed to tame inflation down to 2%
Expected returns and correlations of asset classes.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.