Tag: Markets and Economy

Revenge of the Old Economy

An impending global recovery that includes higher consumer spending, a...

A Second-Half Surge, or Pause?

In this Macro Perspectives, as the world economy steers towards...

Vescore Global Market Outlook August 2021

In the latest Global Market Outlook, Vescore’s specialist team explains...

What’s Been Happening and What’s on the Horizon in the World of Pensions

Securing value for money, or value for members, particularly from...

No Place to Hide

This update focuses on our 5-year baseline expected geometric returns...

Q3 Strategy – Reflationary Narrative Likely to be Revived

Executive summary A slowing in the pace of growth and...

The Past is a Foreign Country

RESILIENCE OF EMERGING MARKET ECONOMIES GOES HAND IN HAND WITH...

Allocation Views

AOR Update: Mid-Cycle Transition no Reason to Sell

ClearBridge Investments: Recent economic expansions have lengthened with recessions occurring...

The Certainty of Change: Evolution of Investor Access to China

The unpredictable nature of politics and government action within individual...