Market Outlook

Capital Market Assumptions

Aon’s Capital Market Assumptions are our asset class return, volatility, and correlation assumptions. The assumptions are based on data at the end of the second quarter of 2021.

View
Loading, please wait

Error - something went wrong!

Contact Us to Start a Conversation

Thank you!
U.S. Month in Markets

This summary provides an update on key news and events in equities, bonds, commodities, and currencies for the recent month-end. It also provides perspectives on COVID-19 related impacts.

View
Aon Global Market Insights Q1 2021
Read Report Now
Q2 2021 D&O Pricing Index

Each quarter, Aon’s Financial Services Group (“FSG”) publishes a pricing index of D&O insurance that tracks premium changes relative to the base year of 2001. Read the Q2 2021 report to learn more.

View
Q3 Market Outlook

In our recent video, Aon's Jas Thandi summarizes our market outlook for Q3 and covers key market themes and considerations.

Watch Video
Quarterly Investment Outlook

Aon’s US Quarterly Investment Outlook provides a summary of the global outlook, US interest rates, credit views, ESG, equities and diversities.

View
Quarterly Investment Market Review and Outlook

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

View
Marine Insurance Market Report Q1 2021

Summary of the Q1 2021 global Marine insurance market and forecast for the rest of the year.

View
Is there an inflation problem?

Read the ‘AA View | Is there an inflation problem?’ to learn how much of problem inflation is and the potential investment implications to consider.

View
Aon Global Power Report Q2: US Power P&C Performance & Profitability

Join us for Aon’s Global Power Reports webinar where broking leaders explore the changing landscape across industry's markets. In our Q2 report we continue our discussion on Energy Transition.

Watch Video
Biden’s climate agenda and the implications for investments

Read the ‘AA View | Biden’s climate agenda and the implications for investments,’ to learn more about how the Biden administration is prioritizing climate change via policy agenda.

View
A Look at the Biden Infrastructure Proposal

Read the ‘AA View | A Look at the Biden Infrastructure Proposal,’ to learn more about the multi-trillion dollar infrastructure spending bills being put forth by the Biden administration.

View
A big and bold White House

The ‘AA View | A big and bold White House: What is the economic and market impact?’ discusses the new administration’s spending and tax proposals and the current and future market implications.

View
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.

View
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.

View
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.

View
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.

View
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.

View
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.

View
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.

View
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.

View
Loading More...