Market Outlook

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.

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Is Bitcoin the new digital gold?

Bitcoin’s stratospheric rise in recent years has put it in the front of many investors’ minds. The cryptocurrency could evolve to become more investor-friendly over time, so it does bear watching.

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Investing in 2021: The Real Risk/ Return Challenge

Volatility has always been a key element of investing – and to meet those shocks, we prepare for them with our long-term strategy. So, what are we really facing in 2021? Read Aon's latest article.

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Inflation-Protecting Assets: 3 Questions with Sheila Noonan

This article provides insight into the outlook for inflation, different securities to protect against inflation, and how investors think about inflation risk as they create long-term allocation.

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2021 Outlook: Public Funds

Aon’s 2021 guidance for public funds focuses on controlling the things that can be controlled and preparing for a range of potential market scenarios.

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2021 Outlook: U.S. Private Sector Pension Plans

Read Aon’s 2021 outlook for U.S. private sector pension plans to learn about our guidance for managing continued market volatility.

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2021 Outlook: Themes for Non-Profit Organizations

Each year, Aon establishes a set of themes for oversight and management of non-profit organizations’ asset pools. Read our 2021 outlook for non-profit organizations to learn more.

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2021 Outlook: 6 Key Themes for Defined Contribution Plans

Read Aon’s 2021 outlook for defined contribution plans to learn about the six key themes going into the new year.

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US Dollar Weakness Has Further to Run

Aon expects that the US dollar will remain under pressure from lower real interest rates, global growth recovery later this year, and the US twin deficits.

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Q1 Market Update - R&I Investment Series Kick-off - Investing in 2021: The Real Risk/Reward Challenge

Watch Aon's Webinar: Q1 Market Update - R&I Investment Series Kick-off - Investing in 2021: The Real Risk/Reward Challenge

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A Blue Wave After All, But it Won’t Be Free Rein for Biden

Read Aon’s article to learn about the investment implications of the 2021 Senate election in Georgia.

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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.

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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.

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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.

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Investment Market Update: Q4 2020 Trends in Credit and Real Assets

Join us for our 4th Quarter Market Update webinar where our investment consultants review current market and asset class developments.

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Quarterly Investment Market Review and Outlook

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

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7 months ago
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.

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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.

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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.

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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.

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