Global Economic Outlook

Lead Content

The Dollar's Exorbitant Privilege (CFA Institute Research & Policy Center)

This report examines US public finance sustainability, future of the US dollar as reserve currency, risks from…

Are Bond Investors Ready for a U.S. Industrial Revolution? (Wellington Management)

Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US…

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2025 Invesco Capital Market Assumptions USD (Invesco)

Invesco Investment Solutions develops capital market assumptions that provide long-term estimates for the…

Trump Wins. What Do the Results Mean for Investors? (Invesco)

Trump has won the race to the White House. Discover what this means for investors in the last of our three-part…

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TOP RECENT POSTS

2025 Investment Outlook (Amundi)

Global Asset Allocation 2025 Outlook (Invesco)

2025 Investment Outlook: After the Landing (Invesco)

2025 Outlook: This is Not a Landing (Robeco)

Investment Outlook 2025 – Opportunities in a Volatile World (BNP Paribas AM)

Focus on Carry and Selection Opportunities (MacKay Shields)

What a Second Trump Terms Means for You (ING)

Ballots to Bonds (Candriam)

Assessing Inflation through Five Commodity Price Themes (PGIM Fixed Income)

The Long and Short of It: From 'New Normal' to 'Old Ordinary' (Invesco)

Unmasking American Exceptionalism (M&G Investments)

Beyond the Ballot: Market Implications from the U.S. Election (PGIM)

2024 Elections (PGIM)

U.S. Elections 2024 Unpacked – Results, Reactions and the Road Ahead (Amundi)

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ALL TIME

Five Mega Forces Shaping Tomorrow’s Returns (Special Report, 2023)

The re-globalization Megatrend (Special Report, 2023)

Discovering Sources of Alpha and Diversification in Fixed Income (Special Report, 2023)

Investment Outlook: Setting the stage for 2023 (Special Report, 2023)

Sustainable Goals in Sovereign Investing (Special Report, 2023)

Fixed Income: Are the rules changing? (Special Report, 2022)

Fixed Income: Winners and losers during regime change (Special Report, 2022)

2022 Mid-Year Outlook: The balance of power (Special Report, 2022)

Deconstructing the Drivers Behind Our Global Markets Outlook (Vanguard)

5-Year Expected Returns, 2025-2029: Atlas Lifted (Robeco)

Real Estate Market Analysis (Manulife IM)

Power Play: Private Credit and the Race to Decarbonize (Special Report 2024).

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Savvy Investor

Commodities and geopolitics

This year has been an important one for commodities as they are...

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The industry on the U.S. election

Explore the latest views from global asset managers on...

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Outlooks: Q4 2024 and 2025

The final quarter of 2024 is bound to be an interesting one for asset allocators...