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Decline
It's always darkest just before dawn
Expected Returns 2017 - 2021

It's always darkest just before dawn

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Expectations on special themes

  • Facing the debt supercycle on growing wealth

    Debt will not come back to haunt markets soon, but there are risks.
    Read the article
  • Emerging markets comeback

    Are emerging markets the place to be? A cautious stance is warranted.
    Read the article
  • Climate change, a systemic risk

    Investors beware, markets could feel its consequences soon.
    Read the article
The future economic and financial market landscape could very well prove substantially different from that observed in the most representative episodes of economic history.
The future economic and financial market landscape could very well prove substantially different from that observed in the most representative episodes of economic history.

Lukas Daalder (CIO Investment Solutions)

It’s always darkest just before dawn

Expansion phases do not die of old age and although this one has already outlived the average expansion cycle period, we expect it still has room to continue over the next five years. Central banks will retain their asymmetric reaction function, allowing inflation to run its course for some time, rather than choking growth with a linear tightening cycle, especially in a leveraged world.
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Expected Returns 2017 - 2021

Expected Returns 2017 - 2021

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