Each summer we review our capital markets assumptions which results in an updated 5-year investment outlook and renewed 5-year investment themes. What current developments – and longer-term trends – do …
Continue reading “A Fresh Look: Viewpoints September, 2019”
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In the current low-rate environment of subdued inflation, interest-rate-sensitive assets such as global real estate and listed infrastructure continue to appeal. Meanwhile, global growth is set to fall a bit …
Continue reading “Avoiding the Dip: Viewpoints August, 2019”
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Global growth prospects are hindered by trade tensions, but we expect reductions in U.S. interest rates to soften the blow and keep risk assets attractive. Along with U.S. equities, real …
Continue reading “Interest Rate Relief Valve: Viewpoints July, 2019”
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China and the U.S. are both showing sensitivities to the tariffs resulting from the trade dispute. Despite these headwinds, the U.S. widened its year-to-date advantage and we anticipate further growth …
Continue reading “Market Opportunities: Viewpoints June, 2019”
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No longer expecting an interest rate hike in the U.S., the financial markets now foresee a potential cut. Meanwhile, evidence of an upturn in emerging market economies has been developing, …
Continue reading “Future Opportunities – Viewpoints May, 2019”
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While there is evidence of improvement in the U.S., European and Chinese growth remains unclear. The weak February U.S. payroll report was countered by measures of the job market that …
Continue reading “Looking Forward: Viewpoints April, 2019”
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Economic releases this year have shown better momentum in the United States, while European and Asian reports have been more mixed. What does this mean for investors? Read Viewpoints
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Two developments support the outlook for risk taking: Investor gloominess in late 2018 shifted market expectations for 2019 too far and indications that the U.S. Federal Reserve will pause rate …
Continue reading “Two developments support the outlook for risk taking: Viewpoints, February 2019”
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Global growth peaked earlier in 2018 and is now showing signs of slowing, but so far the U.S. Federal Reserve has not indicated any plans to back off its plans …
Continue reading “Watchfully Waiting: Viewpoints December 2018”
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