japanja

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
Discover more

Quarterly outlook

From the fundamental teams
Discover more

5-year outlook

Our flagship publication
Discover more
The new Long March of China
The new Long March of China
China’s attempts to combat a trade war with the US present an uphill battle for emerging market assets, says strategist Peter van der Welle.
07-06-2019 | 月次アウトルック
There’s no need to fear yield curve inversions
There’s no need to fear yield curve inversions
Inverted yield curves may famously herald recessions, but they do not harm market returns that much, says multi-asset investor Jeroen Blokland.
08-05-2019 | 月次アウトルック
This time it’s different
This time it’s different
After the dismal performance of the last quarter of 2018, global equity markets have turned around and staged a swift comeback since the beginning of the year.
18-04-2019 | 四半期アウトルック