2021 Outlook: A Vaccine Bridge Over Troubled Water?

Aon believes the best advice for investment planning going into 2021 is to be prepared for a wide range of market conditions and outcomes, with wider investment preferences and trends.

Capital Market Assumptions (as of September 30, 2020)

Aon’s Capital Market Assumptions are our asset class return, volatility, and correlation assumptions and represent the long-term capital market outlook.

US Election 2020 – Uncertainty and Division the Ultimate Winner

Whatever the outcome of the US 2020 election, it is clear that uncertainty and division will be the ultimate winner – expect further market volatility and continued low yields.

Quarterly Investment Outlook

Aon’s US Quarterly Investment Outlook provides a summary of the global outlook, US interest rates, inflation hedging, credit views, equities, volatility, and currency.

Quarterly Investment Market Review and Outlook

Aon’s quarterly market review and outlook provide perspectives on investment market activity and current investment trends.

An Emerging Equity Opportunity: China A-Shares

This piece offers a strategic perspective on Chinese A-Shares, and while we recognize the risks inherent in investments in China, the longer-term investment thesis holds in today’s environment.

Markets and a Biden Presidency

The looming election is likely to be an important driver of market volatility in the near-term, but Aon thinks that broader economic factors will dominate over the medium-term.

As Good as Gold?

Gold has an important part to play in today’s portfolios as an asset that fits well in today’s very uncertain environment.

What to Make of Current Market Conditions – September 2020

The powerful recovery in US stocks since the brief bear market in March 2020 has far exceeded everybody’s expectations. The turnaround is a record breaker.

Is Higher Inflation on Its Way?

Inflation is likely to be distorted somewhat by changing spending patterns resulting from the pandemic.

U.S. Month in Markets

Will Value Ever Make a Comeback?

Value stocks have lost their luster over the past decade for several reasons, but value investing as a concept is certainly not dead.

An Interesting Equity Opportunity: China A-Shares

We believe China A-shares specialist managers have the potential to add value through stock selection.

Pandemic Policy Response: Fiscal is Monetary Today

Weak US Dollar Outlook Once Virus Worries Subside

Liquidity Collapse: Why Has It Become So Hard to Trade?

An Update on Our Market Views