A disciplined, scenarios-based approach to determining your views on the outlook for markets is a vital means to the end – building portfolios capable of achieving client goals out into the future. Three economists describe and debate three plausible, forward-looking economic and market scenarios that have a reasonable probability of occurring during the next two to three years. These are then inputs to the Asset Allocation Roundtable.

Presentation  (43 mins)  |  Slides

Scenario summaries

Scenario 1: Never fight t...