Investment Institute
Market Views

Annual Outlook

We analyse the trends and topics which we believe will shape the coming years.

Annual Outlook

Canada Outlook – Sticky core inflation challenges Bank of Canada

Annual Outlook

Investment Strategy Outlook – Modest growth, modest returns

Annual Outlook

China Outlook – Short-term reprieve, long-term challenges

Annual Outlook

Emerging Markets Outlook – living on the (dollar) edge

Annual Outlook

Macro outlook– Twin Policy Test

Annual Outlook

UK Outlook – Lags could push Bank of England to faster cuts

Annual Outlook

US Outlook – Avoiding recession leaves little space for easing

Annual Outlook

Eurozone Outlook – Mind the return of market discipline

Annual Outlook

Macro outlook – The clouds around the inflation peak

Annual Outlook

Eurozone outlook – Difficult roads ahead

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