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 2022-2026

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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REITs: playing in extra time?
REITs: playing in extra time?
They’ve long been seen as defensive, since traditional bricks and mortar can usually survive any downturn.
05-05-2022 | Monthly outlook
The Value winter is thawing
The Value winter is thawing
The renaissance in Value stocks is set to continue, partly due to the climate transition, says multi-asset investor Colin Graham.
07-04-2022 | Monthly outlook
Credit outlook: ‘If I have to make a tackle, I’ve already made a mistake’
Credit outlook: ‘If I have to make a tackle, I’ve already made a mistake’
The Fed may have made a policy mistake by starting this tightening cycle too late.
29-03-2022 | Quarterly outlook


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