Asset Allocation
This service provides detailed analysis of the relative prospects for four major asset classes: equities, bonds, commodities and commercial property. It includes projected returns for 19 major indices over different time horizons in both local and common currency. These projected returns are based on our economic and market forecasts and draw heavily on our analysis of historical patterns and fundamental value.
The subscription to this service includes 8-9 emailed publications a month, access to our online research archive and our economists, and the opportunity to attend our conferences, forums and webinars.
- Bold, independent views which frequently challenge conventional wisdom.
- Concise and detailed analysis of the major asset classes.
- Projected returns in local and common currency over different time horizons.
Our Economists Recommend
Our latest data responses, timely analysis and in-depth insight
Key Regular Reports
The latest editions of our Outlooks & Chartbook
Featured Economists
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John Higgins
Chief Markets Economist
John Higgins is Capital Economics’ Chief Markets Economist, with overall responsibility for our Capital Daily, Global Markets, Asset Allocation and FX Markets services. Prior to joining the company in 2008, he worked at Stone & McCarthy Research Associates, where he was Senior Economist covering the euro area, and before that at Nomura International plc in London, where he was Head of Economic and Credit Research within the fixed income division. John is a graduate of the University of Exeter.
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Oliver Allen
Senior Markets Economist
Oliver Allen is a Senior Economist on our Global Markets team. He writes primarily for our Asset Allocation service, but also contributes towards our Capital Daily, Global Markets and Long Run services. He began working for Capital Economics in 2016 and was previously in our UK and Commodities teams. He holds a bachelor’s degree in economics from the University of Leeds and a master’s degree in financial economics from Birkbeck College, University of London.
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Thomas Mathews
Senior Markets Economist
Thomas Mathews is a Senior Markets Economist focusing on bonds and equities as part of our Global Markets Service. Prior to joining Capital Economics in 2020 he worked at the Reserve Bank of Australia, in both financial markets and economics departments. Thomas holds a Master’s degree in economics from the London School of Economics, and undergraduate qualifications in economics, mathematics and philosophy.
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Adam Hoyes
Markets Economist
Adam has been with Capital Economics since September 2020 and is an Economist on our Global Markets team. He writes primarily for our Asset Allocation service, but also contributes towards our Capital Daily and Global Markets services. Since joining the company, Adam has also covered the UK and Indian economies, as well as commodity markets. His views are frequently sought by leading global media outlets, including the Financial Times, Bloomberg and Reuters. Adam holds a bachelor’s degree in economics from the University of Bath.
