Investment Institute
Market Views

Annual Outlook

We analyse the trends and topics which we believe will shape the coming years.

Annual Outlook

Insurance investment outlook 2024: Catching opportunities across the risk spectrum

Annual Outlook

Beware the merchants of doom

Annual Outlook

Rates Outlook – The year of bonds redux

Annual Outlook

China Outlook – Short-term reprieve, long-term challenges

Annual Outlook

Macro outlook– Twin Policy Test

Annual Outlook

Currencies Outlook – US dollar high(er) for longer

Annual Outlook

US Outlook – Avoiding recession leaves little space for easing

Annual Outlook

Outlook 2024: Global growth to slow but bonds geared-up for potentially strong gains

Annual Outlook

UK Outlook – Lags could push Bank of England to faster cuts