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.
Explore financial markets data
We have launched our brand new interactive Dashboard allowing you to explore all of our forecasts for equities, bonds, currencies and cross-asset total returns.
Our Economists Recommend
Read a sample of our latest Asset Allocation Outlook
The latest edition of our Asset Allocation Outlook quarterly report provides extensive forecasts and analysis about how equities, bonds and interest rates will perform
Key Regular Reports
The latest editions of our Outlooks & Chart Pack
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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.
All Asset Allocation Coverage
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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James Reilly
Markets Economist
James is a Senior Economist on our Markets desk, contributing primarily to the Asset Allocation and Capital Daily services. He joined Capital Economics in 2021, having previously worked within the multi-asset division of Schroders. James holds a degree in Economics from the University of Bath.