Our latest macroeconomic insights Asset Allocation Update The World in 2023: What to look for in financial markets Two of the three topics we expect to dominate the global macroeconomic debate in 2023 – falling inflation and future monetary policy loosening – are now largely priced into markets in the US. The... 15th December 2022 · 9 mins read Global Markets Update What re-opening might mean for China’s markets We suspect investors are underestimating how disruptive the transition from zero-COVID will prove for China, which could threaten some of the recent rises in the country’s equity prices, bond yields... 14th December 2022 · 4 mins read Asset Allocation Update What to expect if US inflation really has peaked? The real returns from both US equities and 10-year Treasuries have often been quite good in the couple of years after past peaks in core inflation in the US, but the period following peak inflation in... 12th December 2022 · 6 mins read Global Markets Update We think US corporate bond spreads will widen again Although US corporate bond spreads have been falling since mid-October, we expect them to rise again before long as the global economy slips into recession. 12th December 2022 · 3 mins read Pagination Previous … Page 100 Page 101 Page 102 Page 103 Current page 104 Page 105 Page 106 Page 107 Page 108 … Next
Asset Allocation Update The World in 2023: What to look for in financial markets Two of the three topics we expect to dominate the global macroeconomic debate in 2023 – falling inflation and future monetary policy loosening – are now largely priced into markets in the US. The... 15th December 2022 · 9 mins read
Global Markets Update What re-opening might mean for China’s markets We suspect investors are underestimating how disruptive the transition from zero-COVID will prove for China, which could threaten some of the recent rises in the country’s equity prices, bond yields... 14th December 2022 · 4 mins read
Asset Allocation Update What to expect if US inflation really has peaked? The real returns from both US equities and 10-year Treasuries have often been quite good in the couple of years after past peaks in core inflation in the US, but the period following peak inflation in... 12th December 2022 · 6 mins read
Global Markets Update We think US corporate bond spreads will widen again Although US corporate bond spreads have been falling since mid-October, we expect them to rise again before long as the global economy slips into recession. 12th December 2022 · 3 mins read
