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A softer US dollar faces near-term headwinds, but resilient growth, elevated yields, and geopolitical risks suggest a bear market is not yet here.
Encouraging inflation data calmed concerns about higher rates just as another wave of strong AI news kept investors firmly focused on growth.
Geopolitical tensions remain elevated and are likely to generate periodic volatility but the broader backdrop remains supportive of risk assets, underpinned by resilient global growth, healthy labo...
The cycle is shifting. Beta is fading. Dispersion is rising. AI is fragmenting. Read in our Hedge Funds Outlook H2-2026 which strategies win
A multifaceted perspective is critical for a full understanding of opportunity and risk. At the halfway point of 2026, resilient growth, persistent risks and tight spreads complicate insurance po...
Read our outlook for North American real estate
Despite political and economic uncertainty in the UK, companies continue to report strong earnings and trade at potentially attractive free cashflow multiples, as evidenced by...
The market obsesses about the monthly US non-farm payrolls data. Yet the data is inherently unreliable. First of all, it is revised in the month following the initial release and also in the mont...
Our global capital markets outlooks generally moved lower in the second quarter as risk assets rallied sharply. The rebound reversed much of a first-quarter rotation into value stocks, with strong...
Our Mid-Year Capital Market Assumptions highlight that asset return forecasts have generally improved, supported by higher interest rates and more attractive equity valuations. Our 10-year assumpti...
Our long-term asset class forecasts are forward-looking estimates of total return and risk premia for major asset classes. Read our update for Q3 2026.
Our latest Capital Markets Assumptions point to a familiar but important conclusion: we still see a narrower band of outcomes across asset classes, as central banks do less to suppress rates in...
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