7/05/2021 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2021 With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
9/03/2021 Equity The unique time for US value: rotation from growth plus inno... The rotation towards value is a key theme of our 2021 investment outlook.
17/01/2020 Economy & Markets Economic resilience, Fed and elections to drive US markets i... 2019 proved a strong year for US assets, with US equity markets recording the strongest annual total return since 2013 and the US aggregate bond index...
11/06/2019 Economy & Markets The Road Back to the 70s Implications for Investors History shows that the economy and financial markets are dominated by long-term regimes that at some point come to a break point, where one regime gives...