Our latest research will answer your questions - and help you make profitable asset allocation decisions:

  • Global growth has peaked, but will remain firmly above trend in 2018.
  • Markets have entered a more volatile phase. Expect a recession in 2020.

  • The correction in equities is nearing an end and the stage is set for a blow-off rally into year-end.

    • Global bond yields will trend higher over the next 12 months. But expect yields to move lower by the middle of 2019 as recession risks increase.

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• When will a market correction take place?
• Where will growth accelerate?
• How will rate hikes affect markets?


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