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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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24-07-2026
· Quarterly outlook
ESG engagement themes: Climate, deforestation and governance
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08-07-2026
· Monthly outlook
The new scarcity: Diversification
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30-06-2026
· Quarterly outlook
Equity outlook: Reaching for the stars
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24-06-2026
· Quarterly outlook
Credit outlook: When Pollyanna met Cassandra
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22-06-2026
· Quarterly outlook
Fixed income outlook: Unlocked
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09-06-2026
· Monthly outlook
Why markets are watching rising defense spending
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11-05-2026
· Monthly outlook
Energy self-sufficiency in the age of shocks
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13-04-2026
· Monthly outlook
Private credit: The good, the bad, and the illiquid
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24-03-2026
· Quarterly outlook
Credit outlook: Halo, is it me you're looking for?
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12-03-2026
· Quarterly outlook
Fixed income outlook: Flashback
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10-03-2026
· Monthly outlook
The Achilles’ heel for the everything rally: A dollar comeback
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09-02-2026
· Monthly outlook
Shiny objects, solid returns
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13-01-2026
· Monthly outlook
Fragility beneath the shine will provide opportunities in 2026
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08-01-2026
· Quarterly outlook
Equity outlook: A positive set-up
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10-12-2025
· Quarterly outlook
Credit outlook: Beauty in the AI of the bondholder?
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