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Annual Outlook
Pensions investment outlook 2024: Mining for opportunities amid easing growth
Key points:Global economic growth is likely to remain subdued in 2024, with some pick-up in 2025Given bond yields have risen to multi-year highs, fixed income h...
Annual Outlook
US Outlook – Avoiding recession leaves little space for easing
Key pointsThe US looks set to slow but avoid recession. We see growth of 2.3% in 2023, 1.1% in 2024 and 1.6% in 2025. There are risks of a sharper slowing in H1...
Annual Outlook
Outlook Summary – Slowing mid-cycle, not crashing end-cycle
Key pointsFollowing 2023’s resilience, we expect global growth to slow in 2024 – this should be a mid-cycle adjustment, not an end-of-cycle collapse. 2025 s...