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Global Markets Overview - June 2018


June 26, 2018

In June’s edition of Global Markets Overview we recap our market-by-market outlook for asset returns over the next five years outlining its implications for portfolio strategy and we review regulatory and societal drivers of sustainable investment.

In this month's Global Markets Overview:

  • Market pricing and our recommendations for portfolio strategy in light of the new US imposed tariffs and the Lega and 5-Star Movement forming a coalition government in Italy.
  • Sustainable investment has gained momentum. We look at how regulatory pressure, reputational risk, evidence of improved risk-adjusted returns and significant public awareness have continued to elevate the importance of sustainable investment as we asserted in our 2017/2018 Five Year Outlooks.

In future, this publication will continue to track traditional financial market trends but will now also cover regulation and material sustainable investment issues.

To stay up-to-date and receive additional special feature reports from Willis Towers Watson on global capital markets please contact David Hoile.

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