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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Read Aon’s article to learn about the investment implications of the 2021 Senate election in Georgia.
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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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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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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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Join us for our 4th Quarter Market Update webinar where our investment consultants review current market and asset class developments.
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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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Aon’s quarterly market review and outlook provide perspectives on investment market activity and current investment trends.
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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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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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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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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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Inflation is likely to be distorted somewhat by changing spending patterns resulting from the pandemic.
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Value stocks have lost their luster over the past decade for several reasons, but value investing as a concept is certainly not dead.
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We believe China A-shares specialist managers have the potential to add value through stock selection.
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