A broad overview of our 2019 assumptions
New technology could boost productivity and, in turn, economic growth, but relatively full equity valuations and low bond yields pose cyclical challenges.
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.
Is your portfolio fit to clear late-cycle hurdles? We consider plausible recession scenarios and how they might challenge different types of investors to survive the short term so they can thrive in the long term.
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?
Automation and artificial intelligence (AI) can boost productivity and long-term economic growth, but fears of joblessness are a real concern.
One of the mysteries of American economics is the emphasis on a “strong dollar.” Today’s overvalued-dollar has kept inflation too low and, for years, hurt U.S. manufacturing.
Pension strategies: Matching cash flows and managing liquidity
The world economy stands on the brink of a massive swing in savings, driven by global aging. Learn how growth and interest rates could be affected.
John Bilton, Head of Global Multi-Asset Strategy, discusses the themes of our 2017 Long-Term Capital Market Assumptions.