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Andrew Balls

CIO Global Fixed Income

Joachim Fels

Global Economic Advisor

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Cyclical outlook

Dealing With an Inflation Head Fake

The global economy is poised for a strong rebound, but investors should beware of market volatility stemming from pronounced inflation fears.

Cyclical outlook

Bounded Optimism on the Global Economy

Vaccinations and fiscal support should lift the global economy in 2021, but several risks call for careful portfolio positioning.

Cyclical outlook

Looking Beyond the Many Recessions

Major economies are contracting, but extraordinary policy responses could limit severe recessions to this year.

Cyclical outlook

From Hurting to Healing

Our baseline economic forecast is a U-shaped global recovery, but substantial unknowns remain.

Birds eye view of a red car on a windy road

Cyclical outlook

Seven Macro Themes for 2020

The outlook for the global economy has improved over the past three months, but there may be less capacity to combat a recession when it comes. We discuss seven key macroeconomic themes we expect in 2020 and implications for investors.

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Economic and Market Commentary

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Economic and Market Commentary Finder

Dealing With an Inflation Head Fake

Dealing With an Inflation Head Fake

Bounded Optimism on the Global Economy

Bounded Optimism on the Global Economy

Looking Beyond the Many Recessions

Looking Beyond the Many Recessions

From Hurting to Healing

From Hurting to Healing

Seven Macro Themes for 2020

Seven Macro Themes for 2020

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