Research
Institutional Investors Remain Optimistic for 2024
A Commonfund survey of more than 200 institutions indicated confidence that the U.S. will not face a severe recession in late 2024 or early 2025.
Tag: outlook
Asset Allocation
Stocks and Bonds Should Come Back in 2023, Says Cambridge Associates
The consulting firm explains why, even with a recession, it will pay to overweight equities.
Asset Allocation
CIOs Favor Growth Stocks, Shun Bitcoin, Goldman Sachs Survey Finds
Investment chiefs also said they were bullish on China A shares and expect inflation to peak in the first half of 2022.
Research
Trade Wars Taking Toll on Global Growth
OECD blames dimming economic outlook on trade tensions, policy uncertainty.
Goldman Sachs Asset Management: Continued Emerging Market Outperformance, Rising Inflation in Second Half
The firm sees widening economic expansion, higher volatility in 2H2017 in its Q3 investment outlook.