A broad overview of our 2019 assumptions
What do our long-term growth and inflation forecasts say about today���s economy?
Where do we see potential within alternatives?
Do we still see promise in emerging market growth?
Where do we expect bond yields to go?
Macroeconomic assumptions: Mostly stable, mostly moderate
New technology could boost productivity and, in turn, economic growth, but relatively full equity valuations and low bond yields pose cyclical challenges.
The topic of trade remains front of mind for investors, businesses and consumers. This year, online searches for the words ���trade��� and ���tariffs��� have surged��to levels not seen at any point over the past 15 years.