Guide to the Markets
Markets, economy, stocks, growth, global, fixed income, international, asset classes
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Navigating recession risk
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.
Navigating recession risk
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.
Sterling in the context of Brexit
Currency movements based onbrexit's outcome.
Eye on the Market: The Verdict
Eye on the Market: The Verdict
Is there a line in the sand for the Chinese renminbi?
Market sentiment towards the Chinese currency has shifted significantly
Is there a line in the sand for the Chinese renminbi?
Market sentiment towards the Chinese currency has shifted significantly
What if we live in a low-return world? Implications for pension funds
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
2016 Long-term Capital Market Assumptions White Paper (US)
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
Emerging market equities: Navigating the headwinds
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy