Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
The performance of the US dollar significantly diverged from relative rate spreads
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Market sentiment towards the Chinese currency has shifted significantly
Full 62-page report with analysis of all asset classes.
What to expect in the next 15 years.
Expected returns and correlations of asset classes.
A condensed version of the full report with a synopsis of our macro and asset class assumptions. US version.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.