16/05/2022 Capital Market Assumptions Asset Class Returns Forecasts - Q2 2022 The continuing surging inflation due to the supply shocks and the Ukrainian conflict have dominated headlines compounding to the possible repercussions...
27/02/2019 Capital Market Assumptions Asset Classes Views: Medium and long term expected returns Our approach to expected returns estimates is model driven. We break down asset class dynamics into a long term component (or trend/fair value), mainly...
6/11/2018 Capital Market Assumptions Asset Class Returns Forecasts - Q4 - 2018 We stick to the view that 2018 will be the peak of the global economic cycle.
1/08/2018 Capital Market Assumptions Asset Class Returns Forecasts - Q3 - 2018 The current global expansion is set to run until 2020, with above potential growth in most countries in 2018 and 2019.
30/04/2018 Capital Market Assumptions Asset Class Returns Forecasts - Q2 - 2018 Global growth is expected to remain mostly supportive buoyed by robust demand and continues to be the main driver in asset prices for the next few years....
6/02/2018 Capital Market Assumptions Asset Class Returns Forecasts - Q1 - 2018 The robust global economic growth experienced in 2017 is expected to continue into 2018, albeit with some notable exceptions such as UK.