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ACWI - Part 1: Our Evaluation Of The Global Economic Cycle
iShares MSCI ACWI Index Fund
By Anujeet Sareen, CFA
This June, the current economic expansion will end up being the longest in post-war history. Therefore, it's natural to ask, "Are we headed into a recession later this year or in 2020?" It's a tall ask to evaluate whether a global recession is coming, and a logical place to start is by understanding where we are in the global economic cycle, because that has investment implications. This two-part series outlines the bull and bear cases for global growth, and then explains how the data informs our investment thesis and outlook.