CIO View quarterly

History stages a comeback

Mar 15, 2019

Defensive as well as offensive

There will be as many opportunities as risks in 2019. Not so bad, after all.

Mar 15, 2019

History stages a comeback

Politics has become increasingly uncertain. That is no accident.

Mar 15, 2019

Just a soft patch?

We are trimming our global growth forecasts again – but only very slightly.

Mar 15, 2019

Flat yield curve – so what?

Central banks turn dovish as they begin to share investor fears about the economy. But the negativity may be overdone.

Mar 15, 2019

Close to fairly valued

Following the recent recovery in equity markets, we remain reasonably confident.

Mar 15, 2019

Our forecasts

Mar 15, 2019

Strength through length

The turn of the year was stormy. Longer-term thinking may calm the nerves.

Mar 15, 2019 ESG

Climate-change risks

Improving climate-related disclosure has emerged as a critical priority.

Mar 15, 2019

Performance

Performance over the past 5 years (12-month periods)

Our forecasts

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