Unlike the US, most Asian economies are likely to experience weaker growth, faster disinflation and rising real interest rates ahead. This paper briefly outlines the current macro-economic condition in Asia, which calls for an easier monetary condition to support growth.

Regularly we review and update our assumptions. The analysis is prepared by risklab, a global team of more than 60 investment, risk and digital wealth advisory experts within Allianz Global Investors. The short paper provides an at-a-glance view of our estimates of asset class returns, volatilities and correlations, which are derived based on risklab's proprietary Capital Market Model.