Long-term Capital Market Assumptions 2017 Theme-Credit cycles
Markets, economy, stocks, growth, global, fixed income, international, asset classes
The S&P 500 could hit 10,000 by the mid-2030s
The paper discusses the pportunities and risks that institutions should consider when investing in China���s A-Share and private equity markets.
What investors should consider
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
While tariffs remain a concern, the key issue is the degree���which we deem moderate���of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding