History teaches that epidemics tend to have short-term effects on economies and markets, but great uncertainty remains about the coronavirus.
Read our key takeaways from our 2020 Asset Allocation Outlook, including how we are positioning multi-asset portfolios in light of our outlooks for the global economy and markets.
By Joachim Fels | Three key themes from our latest Cyclical Outlook will likely drive the global economy and central bank policy in the year ahead.
By Joachim Fels | This time, it’s the riskier segments of the corporate credit market – not housing – that could trigger the next downturn.
By Libby Cantrill | We think investors should not extrapolate too much from who wins the early contests, including Iowa.
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