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Explore topics of long-term importance that shape our perspectives
Long-term Investing Macro Outlook Sustainability
This paper highlights how asset owners could integrate global systemic trends into their decision-making processes, by adapting their vision, governance and implementation practices.
24 Mar, 2021 ∙ 6 Mins Read
Emerging Markets Macro Outlook
In 2021, we expect a recovery given continued policy and monetary support.
28 Jan, 2021 ∙ 6 Mins Read
Long-term Investing Macro Outlook
COVID-19 has accelerated shifts that could shape the global investment landscape going forward. We examine 4 key shifts here.
21 Dec, 2020 ∙ 3 Mins Read
Long-term Investing Macro Outlook
The global community is facing an unprecedented combination of a public health crisis, an economic crisis and financial turmoil all at once.
28 Jul, 2020 ∙ 13 Mins Read
Companies need to adjust to the reality of a fundamentally different US-China relationship.
18 Nov, 2019 ∙ 8 Mins Read
As uncertainty persists, investors must be prepared for any one of multiple, disparate futures.
18 Nov, 2019 ∙ 7 Mins Read
“Lower for longer” interest rates have produced distorting effects.
28 Oct, 2019 ∙ 1 Min Read
Long-term Investing Macro Outlook
Do not confuse a low-volatility environment with a low-risk one.
10 Jul, 2017 ∙ 6 Mins Read
Long-term Investing Macro Outlook
Focus on a long-term, diversified, and relatively conservative portfolio.
28 Jul, 2016 ∙ 0 Mins Read
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