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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.

Discover our 5-year outlook

Monthly outlook

Read our multi-asset insights
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Quarterly outlook

From the fundamental teams
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5-year outlook

Our flagship publication
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Refining the inclusion of views in portfolio construction
Refining the inclusion of views in portfolio construction
Taking investors’ views into account when building portfolios is difficult but essential, says Roderick Molenaar.
09-10-2019 | 5-Year outlook
Manufacturing versus services – a tale of two indices
Manufacturing versus services – a tale of two indices
Investors need to nuance weaker confidence in manufacturing, as services data is a stronger signal, says portfolio manager Rikkert Scholten.
08-10-2019 | Monthly outlook
Fixed income outlook: Rising recession risk; unchanged strategy
Fixed income outlook: Rising recession risk; unchanged strategy
It seems a lot has changed in one quarter.
03-10-2019 | Quarterly outlook

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