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Global Investment Committee

On the Markets

On the Markets

Inside you'll find the Global Investment Committee's (GIC) outlook on 28 regions, asset classes and currencies. The publication also features tactical asset-allocation recommendations and a table of model portfolios and includes commentary on alternative investments, such as hedge funds, private equity and real estate.


Here We Go Again?

May 2012

  • Seek Return of Capital (page 4)
  • "Can the Europen Union Survive" (Page 6)
  • Emerging Markets: The 80% Club (page 7)
  • A Spring Swoon for Credit (page 10)
  • A Wild Ride for a Staid Market (page 11)
  • Q&A: Running With the Recession Forecast (page 12)
  • Miscounted Consumer Spending? (page 14)
  • Plus coverage of fixed income, emerging markets, commodities, real estate investment trusts and more.

Read the Full Report (PDF)

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Meet the Global Investment Committee (PDF)

Read the GIC Monthly Summary (PDF)


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