Our previous Investment Outlooks can be seen here, including video interviews for the 2010 Investment Outlook
2011 Investment Outlook
Our short films look at the economy and the various asset classes for the coming year.
Our 2012 Global Update looks at the economy and the various asset classes for the coming year.
An analysis of the key themes currently dominating the Asian economies and markets and the outlook for the remainder of 2011.
An analysis of the key themes we expect to dominate the Asian economies and markets during the year
Our 2011 Investment Outlook looks at the economy and the various asset classes for the coming year.
Our 2010 Investment Outlook details how we expect the economy and the various asset classes to perform over the coming year. It explains our preferences for particular markets and our less positive view of others. Read our report or view our interviews by journalist Asha Tanna.
2011 Mid-Year Investment Outlook
Our 2011 Mid-Year Investment Outlook reviews the year to date and gives an outlook on the remainder of 2011.
Our 2011 Hedge Fund Outlook looks at the Hedge Fund marketplace and related themes.
This video series brings us up to date with how events have unfolded since our 2010 Investment Outlook. In this introductory chapter our Global Head of Economics & Asset Strategy Carl Astorri reviews with journalist Asha Tanna how events have unfolded relative to the 2010 Investment Outlook, and how the fiscal crisis in Europe will impact recovery in Europe and the rest of the world.
2009 - Living with De-leveraging
We look at the key investment themes for 2009, with commentary covering the macro economic outlook and various assets including bonds, equities and commodities.