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Aon Retirement and Investment Blog

Third Quarter 2018 Market Review and Outlook

Aon’s Global Asset Allocation Team provides a market review and outlook

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Third Quarter 2018 Market Review and Outlook

Aon’s Global Asset Allocation Team provides a market review and outlook

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AA View: What is behind rising US Bond Yields?

US bond yields have risen significantly this year, and we ask why yields have been rising. On a bond market fundamentals basis, rising real interest rates appear the strongest driver. Inflation expectations remain contained. We also look at possible demand weakness and higher supply as causes of recent US treasury weakness. Rising currency hedging costs may deter some foreign demand, but this is not reflected in the data as of yet, and probably marginal in its impact. 

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Second Quarter 2018 Market Review and Outlook

Aon’s Global Asset Allocation Team provides a market review and outlook.

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Not all bad for equities but support is weaker

This blog updates our current thoughts on equity markets. A lot has changed in the last 12 months, and this blog considers these changes and frames our view in light of how the world has moved on.

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First Quarter 2018 Market Review and Outlook

Aon Hewitt’s Global Asset Allocation Team provides a market review and outlook.

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Jerome Powell’s First FOMC meeting

Aon’s Global Asset Allocation Team summarizes the key take-aways from the Fed Meeting and why Aon still prefers Global Equities to Fixed Income

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Tariffs on steel and aluminum… and why they matter

Aon’s Global Asset Allocation Team take a look at the potential impacts from the recent announcement of tariffs on imported steel and aluminum by the U.S.

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AA View: Italian 2018 Elections

Aon’s Global Asset Allocation Team provides an outlook on the 2018 Italian elections and how it may affect market volatility.  

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Fourth Quarter 2017 Market Review and Outlook

Aon Hewitt’s Global Asset Allocation Team provides a market review and outlook.

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