Australia dollar Assumptions
Swiss franc Assumptions
South Korean won Assumptions
Where do we expect bond yields to go?
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.
LTCMA 2019 Theme: The evolution of market structure. Managing illiquidity risk across public and private markets.
LTCMA 2019 illustration managing illiquidity risk across public and private markets.