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Recent insights
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Insight
2020 Global Market Outlook
Cycle, interrupted
Central bank easing and the cooling in the China-U.S. trade war have set the scene for a global economic rebound in 2020. Our forecast pushes the risk of recession into late 2021, giving equity markets modest upside potential for 2020.
Research paper
$20 billion club: Liabilities and assets peak in 2019 as funded status continues to stagnate
How did 2019 fare for the $20 billion club? The group of 20 publicly listed U.S. corporations with pension liabilities in excess of $20 billion offer a window into the trends affecting the wider corporate pension community.
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