We are upgrading our view on equities to reflect early signs of an upturn in macroeconomic data, falling recession risk and an increase in the chance of at least a limited U.S.-China trade deal.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Pension Pulse Summer 2019
Pension Pulse Spring 2019
Pension Pulse Summer 2018
Global markets and multi-asset portfolios
Vincent Juvyns and Alex Dryden discuss economic growth in the eurozone and the potential impacts of the slowdown in China and other emerging markets.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
This bulletin, written by Dr. David Kelly, addresses the impact that deflationary fears have had on the Fed's decision to postpone rate hikes.