Outlooks 2018

Highlight

Economics

08DEC 2017

Outlook 2018: Sustainability

Examining companies without considering the social and environmental backdrop that will define future leadership is becoming increasingly untenable.

Economics

08DEC 2017

Blog

08DEC 2017

2017

DECEMBER

07DEC 2017

Economics

Outlook 2018: US equities

US equities continue to look fundamentally supported, but investors must be aware that risks are more complicated, and more numerous, than weaker economic growth.

07DEC 2017

Economics

Outlook 2018: US small and mid cap equities

Our US small and mid cap team is cautiously optimistic on the outlook for markets in 2018 against a more certain backdrop for economic growth.

07DEC 2017

Economics

Outlook 2018: Asian ex Japan equities

A supportive global backdrop for Asian stocks means broader secular trends will continue to play out in 2018.

06DEC 2017

Economics

Outlook 2018: European corporate bonds

We expect episodes of volatility during 2018, which should provide opportunities to buy good corporate bonds relatively cheaply.

06DEC 2017

Economics

Outlook 2018: Global bonds

Will 2018 be another year in bond nirvana or are the storm clouds set to upset bondholder stupor?

06DEC 2017

Economics

Outlook 2018: Asian bonds

Improving global growth and low inflation should be supportive forces for Asian bonds in 2018 but higher oil prices could be a headwind for the region.

05DEC 2017

Economics

Outlook 2018: Emerging markets debt relative

A solid global backdrop, improving fundamentals and relatively attractive income to drive continued, albeit more modest, gains in 2018 despite increased country divergence.