Market views

We draw on the independent thinking of our investment professionals around the world to provide market analysis in a constantly changing, interconnected global environment. 

Long-term investment outlook


This long-term investment outlook report sets out the economic and asset class views that inform our strategic asset allocation (SAA) work for clients. At its heart, it is a set of views on the risk premia that underlie investment returns.

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Investment Themes 2019

Eight of our investment experts provide themes for the year ahead, on topics ranging from the rapid advances in technology to the implications of political risk.

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Global Outlook

Global outlook 2018

Our leading publication providing first-hand insight into the issues that are currently driving markets.

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