Capital Market Assumptions

Northern Trust
By September 10, 2020 11:28

Capital Market Assumptions

In recent years, global equities had slightly outpaced market forecasts for lower equity returns. Then the COVID-19 pandemic hit the global economy, putting an end to the 10- year bull market. Equity markets have now started to recover, but the pandemic introduced and exacerbated challenges that we expect to subdue financial market returns over the next five years.

We expect economic actors will be Retooling Global Growth as they deal with the pandemic fallout amid calls for more resilient business and economic models. Tensions between the U.S. and China will remain high, leading to a less efficient One World, Two Systems global dynamic. That, combined with central banks’ Massive Monetary Toolkit, will lead to Stuckflation Tested. Reimagining Capitalism and a call to Stay Focused on Climate Risk round out the key themes we expect to impact financial markets over the next five years.

Northern Trust
By September 10, 2020 11:28


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September 2020