Economic and Strategy Viewpoint
In our latest update we discuss the degree of pessimism in European equity markets, and explore the prospects for emerging market assets and the economic links between China and Australia.
Snapshot: Leading indicators suggest further weakness to come, but European risk assets are already priced for recession.
Snapshot: The US central bank’s more dovish stance has been welcomed by markets. We forecast another rate rise this year if activity picks up as expected.
In our latest update of 30-year return forecasts we find that returns on cash are still poor while equities remain the asset class offering the greatest potential for returns.
Snapshot: We illustrate how trade concerns influenced emerging markets equity returns in 2018, and discuss the prospect of a rebound this year.
Global Market Perspective
Our latest economic and asset allocation views include a review of a turbulent year for markets, a look ahead to key themes for 2019, and a note on investment implications as the US cycle approaches the slowdown phase.