Investment Outlook

July 2012 - Economic and market developments in perspective

Global Asset Views

July, 2014
Economic and market developments in perspective
Global AM’s Cyclical Market Forum meets quarterly and includes representatives from all investment teams, chaired by Curt Custard, head of Global Investment Solutions. The Forum discusses and votes on the probability of three economic scenarios and the implications for asset classes. Global Asset Views provides forecasts for growth and inflation in the world’s biggest economies under each scenario, and discusses the outlook for asset classes including equities, fixed income and currencies. Read more (eng (PDF, 3 MB))

July 2012 - Economic and market developments in perspective

Global Perspectives

May 2014

Global Perspectives is a monthly summary of recent market events and our investment outlook from Global Investment Solutions, our multi-asset investment team.

Investing in 2014

December 2013

Investing in 2014 is our flagship annual publication surveying the world in the upcoming year. This year we look at interconnected investment themes ranging from energy revolution to central bank actions. The purpose of our thematic research is to identify risks and opportunities in the markets in which we invest.