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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.

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Monthly outlook

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Quarterly outlook

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5-year outlook

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Recession indicators are overrated for stock returns
Recession indicators are overrated for stock returns
Investors should beware of trying to use asset values to forecast recessions, says portfolio manager Jeroen Blokland.
08-02-2019 | 月次アウトルック
Buy Armageddon, sell Goldilocks
Buy Armageddon, sell Goldilocks
We sold a false sense of Goldilocks, now we should buy a misplaced fear of Armageddon.
15-01-2019 | 四半期アウトルック
Emerging stocks could make a comeback in 2019
Emerging stocks could make a comeback in 2019
A number of factors bode well for emerging market equities this year, says investor Jeroen Blokland.
10-01-2019 | 月次アウトルック