What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
Executive Summary. Prolonged period of delevraging could mean low interest rates; subdued growth.
This research examines the evolution of baby boomer balance sheets and attempts to assess and quantify its implications for markets and investors.
Analysis of Japan's recent nation election. Positive market reaction also addressed.
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
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
The contribution of fiscal policy to global growth is poised to rise, what does this mean for our global economic outlook and portfolio positioning?
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies