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Global Markets Overview

  • Global Markets Overview
    Global Monthly in English
    A high level review and outlook for markets and economies
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    • Global Markets Overview - May 2018
      In May’s edition of Global Markets Overview we recap our market-by-market outlook for asset returns over the next five years.
    • Global Markets Overview - April 2018
      April’s edition of Global Markets Overview provides updates on the following: The US government announced tariffs on imports from China, The US Federal Reserve raised its benchmark interest rate by 0.25% from 1.5% to 1.75% and The UK outlined a 21-month Brexit transition agreement with the EU.
    • Global Markets Overview - March 2018
      March’s edition of Global Markets Overview provides updates on the following: according to the US Federal Reserve meeting minutes from January, FOMC members saw the US economy gaining momentum, Federal Reserve Chair Powell was positive on the outlook before Congress and proposals to end the Presidential term limit in China.
    • Global Markets Overview - February 2018
      In February’s issue of Global Markets Overview, we put recent asset price moves in the context of our five-year outlook.
    • Global Markets Overview - December 2017
      In December’s issue of Global Markets Overview, we compare the future economic conditions that the major asset markets are pricing-in with our outlook.
    • Global Markets Overview - November 2017
      In November’s issue of Global Markets Overview, we compare the future economic conditions that the major asset markets are pricing-in with our outlook.
    • Global Markets Overview - October 2017
      In October’s issue, we provide a high-level overview of the major global illiquid markets and why the theme of cresting liquidity is particularly relevant to private investors.
    • Global Markets Overview - September 2017. Second Edition
      In the second edition of September’s Global Markets Overview, we contrast what is discounted in the key liquid asset markets with our Five-Year outlook.
    • Global Markets Overview - September 2017
      Willis Towers Watson’s September edition of Global Markets Overview explores what asset markets are pricing-in and our outlook.
    • Global Markets Overview - August 2017
      In this month’s Global Markets Overview, we summarise the future outcomes for interest rates, inflation and GDP growth that markets are pricing-in and summarise our outlook.
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Global Markets Overview
A high level review and outlook for markets and economies
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