
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.

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Experience the value that Capital Economics can deliver. With complimentary 2-week access to our subscription services, you can explore comprehensive economic insight, data and charting tools, and attend live virtual events hosted by our economists.
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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James Reilly
Assistant Economist
James is an Assistant Economist on our Markets desk, contributing to the Global Markets, FX Markets and Capital Daily services. He joined the company in 2021, having previously worked within the Multi-Asset division of Schroders. James's coverage of financial markets has ranged from the impact of quantitative tightening on US bonds and equities to the implications of a weaker renminbi for EM currencies. His work is often picked up by leading global media outlets including The Economist, Bloomberg, and Reuters. James has a degree in Economics from the University of Bath.