Panorama: Mid-Year 2018

Opportunities in a maturing cycle

This edition of Panorama looks at the changing investment landscape as we reach the second half of the year. 2018 has brought a fresh set of challenges for investors to navigate across both traditional and alternative asset classes. Our senior asset class and allocation experts assess the potential challenges and opportunities for investors over the coming months.

Panorama: Mid-Year 2018 bring you distinct viewpoints, drawn from the full breadth of our global capabilities, to help you meet your investment challenges.

The big picture Global macro-economic and tactical asset allocation outlook

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Real estate, infrastructure and private equity Outlooks from our asset class experts

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Systematic and index With market regime changes, factor-based strategies may need refinement

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Sustainable and impact investing Integrating ESG into fixed income portfolios

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Explore the digital content on these pages and read the full publication for further insights.

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