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Market Views & Analysis


Week In Markets
Our team of global asset allocation experts, led by Tapan Datta, assess economic data from around the world, analysing movements in markets over the last week.

Please click here for a summary of market movements over the past week.


AA View: Brexit Update
Markets have become increasingly unnerved by Brexit news with sterling temporarily breaking the post-referendum low this week. Our base case, here in Aon’s global asset allocation team, has been that tensions would rise once Boris Johnson became PM but that Parliament would likely force an extension. However, the ability of Parliament to prevent a no deal exit is becoming trickier. We have long emphasised that no deal risks are not just for Halloween – here’s why. Request paper.


AA View: Gilt yields go even lower
Gilt yields have moved still lower. And, a disorderly Brexit could take yields lower still. This paper explores why, and asks: how should investors respond? Request paper.


AA View: Why have global bond yields fallen so much?
In this paper, Aon’s Global Asset Allocation Team asks why global bond yields have fallen so much in the last year and looks ahead to the next year or two to consider what might happen. Largely, it will depend on whether the three surprise factors, which have driven yields decisively lower this year, will continue to strengthen or weaken as we look ahead. Request paper.


AA View: Sterling Risks Increase - 30 July 2019
Aon’s Global Asset Allocation team provides their outlook for sterling, against the backdrop of increasing no-deal Brexit risks since the change in Conservative party leadership. We give our view on how likely it is that sterling reaches parity with the US dollar if a Brexit deal is not reached, and provide advice on a currency hedging strategy. Request paper.


Capital Market Assumptions
Our team of global asset allocation experts, led by Tapan Datta, assess economic data around the world analysing market movements and economic conditions, and setting risk and return expectations for the global capital markets.

Please click here to receive a copy of Aon Hewitt's quarterly Capital Market Assumptions publication.


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