Time-tested projections for resilient portfolios
A broad overview of our 2017 Long-Term Capital Market Assumptions
Expected returns and correlations of asset classes.
What to expect in the next 15 years.
Full 62-page report with analysis of all asset classes.
This full report is a comprehensive and detailed analysis of our 10-to 15 year asset class forecasts. US version.
The S&P 500 could hit 10,000 by the mid-2030s
Our views on the recent dislocation and the opportunity it presents
A couple of key trends in capital flows suggest the role of euro funding is growing, and we outline the near-term implications for currency markets.
Both governments and central banks have delivered sizeable fiscal stimulus packages and quantitative easing programmes—and there’s talk of even more to come. What’s the next step in the pandemic playbook, and are there opportunities for fixed income inves