How demographic change will affect savings, growth and interest rates
The path of the U.S. dollar: Looking forward by looking back
This podcast series explores 4 of this year's compelling themes from our 2018 Long-Term Capital Market Assumptions.
DC plans should consider adding multi-asset credit strategies to their default strategies
LTCMA 2019 Theme: Will debt be a drag?
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
LTCMA 2019 Theme: Smaller cycles in a trend: The growing stability of the global economy.
Market sentiment towards the Chinese currency has shifted significantly
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.
Read our long-term return assumptions for alternatives. For investors looking to alternatives, thoughtful allocation and manager selection remain critical.