Markets, economy, stocks, growth, global, fixed income, international, asset classes
Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
As the value factor is mired in one of its worst drawdowns in history, we analyze its underperformance and explain why we think it is cyclical, not structural.
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.