Economic and Market Insights

Market Forecasts ↓

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A deep dive into the investing world. Join our podcast, where we sit down with some of our top investment strategists.

Podcast

Watch

Got five minutes for global markets? Our short weekly videos put you face-to-face with our investment experts.

Market Week in Review

Read

Access the insights of our industry-leading authorities on global markets, advisor issues and institutional investing.

Blog

Market forecasts

Global Market Outlook

Navigating global markets is more challenging than ever. To get a sharper view, access the data-driven insights of our global investment strategists.

Latest Report

Equity Manager Report

Our distinct relationship with underlying managers gives us unique access to insights from specialists across the manager universe. As economic growth cools and the stock-market bubble threatens to burst, keeping a close watch on the views of specialist has never mattered more.

Latest Report All Reports

Fixed Income Survey

We assess the outlook across the fixed-income landscape by surveying bond and currency managers throughout the year. We drill deep into fixed-income investment firms’ expectations on interest rates, inflation, credit fundamentals, emerging-market currencies and more.

Latest Survey All Surveys

Market pulse

Economic Indicators Dashboard

What’s the state of the economy? We've identified key economic and market indicators to help assess current conditions and compare them to historic ranges.

Economic Indicators Dashboard

Asset Class Dashboard

True understanding of asset class performance is all about context. Use this graph to help you keep expectations grounded in reality and drive toward good investment decisions.

Asset Class Dashboard

Business Cycle Index

Updated monthly, our forecasts are designed to anticipate the strength of economic expansion or recession in the coming months, along with forecasts for other prominent economic measures.

Business Cycle Index

Focus topics

Enhanced Portfolio Implementation

We believe centralized portfolio management is a must-have. But what’s the best way to implement and manage a portfolio? How do you gain greater control while keeping costs to a minimum?

EPI Insights EPI Podcast

Environmental, Social, and Governance

Responsible investing and ESG focuses on the environmental, social and governance factors of investing. But does performance have to be sacrificed? How do you ensure your ESG efforts are having impact?

ESG Insights

Risk Management

How do you measure, monitor, and manage risks throughout your portfolio? How do you quantify market and liquidity risks? And how do you ensure you’re only taking risks you expect to get paid for?

Risk Management Insights Video

Alternatives

Investors increasingly use alternative strategies to help them achieve their return and diversification goals. But is your move beyond equities and fixed-income helping you reach your desired outcomes?

Alternatives Insights

More insights

Downside Management Toolkit

Are you prepared for the next downside market swing? How do you get downside protection? This content collection can help with your investment risk management, share how we've been managing downside risk in our portfolios, and equip you with important truths to hold onto during unavoidable market volatility.

Downside Management Toolkit

Insights Library

Explore our library of longform research. We have a long tradition of deep thinking on the most complex challenges investors face.

Insights Library

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