It appears that the US is entering the slowdown phase of the economic cycle. But what might that mean for returns across asset classes? And can a recession be avoided?
This month we upgrade our view on equities following changes in central bank policy stances together with improvement in earnings revisions.
Our forecasts for the next ten years show returns from market indices will continue to undershoot investors’ expectations.
Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.
Lesley-Ann Morgan and Jessica Ground discuss how to address the decisions regarding integrating ESG across multiple investments and setting a sustainability budget.