6/07/2026 A record quarter for equities Global equities closed their best quarter since late 2020. Emerging markets remain the strongest-performing area, posting their best quarter since 2009....
22/11/2019 Global Outlook 2020 Investment Outlook - Be agile to cope with diverging sc... After enjoying stellar performance this year, moving into 2020, investors will increasingly ask whether the global economy will proceed towards a trade...
8/11/2019 Capital Market Assumptions Asset Class Returns Forecasts - Q4 - 2019 Our medium-term baseline scenario is that of a late business cycle slowdown supported by the dovish U-turn of central banks. We expect economic growth...
29/10/2019 Emerging Markets Emerging Markets Charts & Views - A tug of war between weake... Emerging economies have faced a backlash in the last few months as a consequence of the global economic weakness and the uncertainty related to global...
6/08/2019 Capital Market Assumptions Asset Class Returns Forecasts - Q3 - 2019 We expect economic growth to evolve around potential for most developed economies in 2020. It could subsequently decrease below potential in 2021 driven...
5/08/2019 Emerging Markets Emerging Markets Charts & Views - Finding a balance between ... The recent dovishness from the Fed, a benign inflation environment and the easing in global financial conditions continue to support a goldilocks environment...
25/07/2019 Fixed Income & FX Fixed Income Charts and Views - Q3 2019 A slowdown in global growth, with subdued inflation and dovish central banks (CB) committed to avoiding further economic deceleration, is a trend that,...
