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CAPITAL MARKET ASSUMPTIONS

Explore our five-year outlook to learn which investment themes we believe are shaping
the investment landscape in the years to come.

Jim McDonald: Capital Market Assumptions: 5-year Outlook

Bob Browne 5-Year Outlook: Entrenched Growth, Stuckflation

Asset Management Insights & Research

Timely insights and actionable perspective from our investment experts – all in one convenient place. View our latest commentaries and research – or subscribe to receive e-mail alerts.

Jim McDonald: Prospects for an Inverted Yield Curve

December 11, 2017

Inverted yield curves have historically been followed by recessions and market declines. Are we in danger of repeating history? Jim McDonald explains.

Yield Curve Inversion: A Clear but Unlikely Danger

December 5, 2017

The flattening of the yield curve raises concerns that the curve will invert, which historically has led to a market selloff and recession. Here’s our research on what may happen.