31/03/2025 Capital Market Assumptions Capital Market Assumptions 2025 Our annual Capital Market Assumptions explore the impacts of global game-changers on the long-term expected returns for more than 40 asset classes.
31/03/2025 Capital Market Assumptions The global economy's path in a fragmented world A fragmented Net Zero path, demographic shifts and AI adoption will reshape global growth, impacting productivity and inflation paths through to 2050.
20/11/2024 Capital Market Assumptions Capital Market Assumptions 2024 Discover the Q3 update: Equity returns face dampened expectations and declining valuations, while bonds see volatility and lower government yields.
28/03/2023 Capital Market Assumptions A rocky net zero pathway Key highlights on long-term scenarios and return forecasts.