We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
Multi-asset implications
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
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%
(All sites are in English)
