Global Strategy Outlook

Global Strategy Outlook - Articles & White Papers

Our Global Investment Strategy and Market Outlook section contains articles, white papers and investment research for multi-asset managers focusing on the global markets outlook for asset allocators. Some of the papers in this section focus on structural and cyclical factors, for instance: how demographics impact financial markets, assessing the impact of the baby boomer generation on equities, fixed income and...

property prices, capital market return assumptions (perhaps 5-year or 10-year return forecasts for major asset classes), and an historic overview of "profit share" in the economy (are we in a "profits bubble"?). Most of the investment research in this section, however, is short-term in nature, seeking to explain and forecast market moves and trends, particularly for those with a global macro or TAA brief. From the regular monthly and quarterly investment reports we feature, perhaps the most popular are JP Morgan's Quarterly Guide to the Markets, Quarterly Investment Outlooks from Standard Life and Allianz, and monthly investment outlooks from LGIM and Pictet. A key question for Global Strategists is how to measure the valuation of equity markets. We have recently written a post looking at one of the most widely accepted measures of equity market valuation - the Shiller CAPE. To view the post - The Shiller P/E and Economic Conditions - please visit

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