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Market outlooks
Investors need to know where the markets are heading.
Want to know what to look for in ever-changing financial markets? We publish outlooks across four timeframes: five years, one year, quarterly and monthly.
5-year Expected Returns 2026-2030
Monthly outlook
Multi-asset insights
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Quarterly outlook
From the fundamental teams
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1-year outlook
Annual forecast
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5-year outlook
Flagship publication
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Latest outlook insights
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12-4-2025
· Quarterly outlook
Fixed income outlook: They want it all
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11-18-2025
· Yearly outlook
2026 SI Outlook: Holding the note
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11-18-2025
· Yearly outlook
2026 Investment Outlook: The synchronized shift
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10-8-2025
· Monthly outlook
Full steam ahead: The US economic pressure cooker
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10-2-2025
· Quarterly outlook
Equity outlook: AI carries the torch
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9-30-2025
· Quarterly outlook
Credit outlook: Comfortably Numb
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9-24-2025
· Quarterly outlook
Fixed income outlook: Fearless
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9-16-2025
· 5-Year outlook
5-year Expected Returns: The Stale Renaissance
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9-9-2025
· Monthly outlook
The power play pivot: Navigating the Fed-Trump clash
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7-8-2025
· Monthly outlook
The share buyback’s rise sees the dividend’s demise
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6-30-2025
· Quarterly outlook
Equity outlook: Through the maelstrom
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6-26-2025
· Quarterly outlook
Credit outlook: Stranger than fiction
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6-18-2025
· Quarterly outlook
Fixed income outlook: Get used to it
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6-10-2025
· Monthly outlook
From deterrence to dividends: Investing in Europe’s defense renaissance
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5-12-2025
· Monthly outlook
Tariffs retaliation – the markets bite back
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