Helping clients build better portfolios
John Bilton, Head of Global Multi-Asset Strategy, discusses the themes of our 2017 Long-Term Capital Market Assumptions.
The biggest problem in U.S. productivity growth has been a decline in investment spending.
Automation and artificial intelligence (AI) can boost productivity and long-term economic growth, but fears of joblessness are a real concern.
As China proceeds along its path of financial system liberalization, and investors have access to a greater array of opportunities, selection will be more important than ever.
Managing illiquidity risk across public and private markets
Recessions are milder and less frequent, while recoveries are weaker. The business cycle has not been eliminated, but perhaps it has been tamed.
Developed market governments aren’t tackling high public debt levels, dating back to the global financial crisis. Will high debt to GDP lead to political pressure on central banks to keep rates low?