Our latest macroeconomic insights Asset Allocation Update Energy stocks may hold up better than oil prices suggest Even if oil prices don’t rebound substantially in the near term, we doubt developed market equities in the energy sector will reverse course and underperform the rest of the stock market next year. In... 9th December 2022 · 4 mins read Global Markets Update Treasury rally may almost have run its course We expect the 10-year Treasury yield to decline only a little further as US inflation continues to ease. 9th December 2022 · 3 mins read Asset Allocation Update On the timing and scale of a sustained rebound in the S&P 500 We suspect that the S&P 500 will make a new cyclical low by the spring of 2023 as a shallow recession gets underway in the US, before rebounding to end next year higher than it is now. In view of the... 8th December 2022 · 4 mins read Global Markets Update China’s zero-COVID stance and global markets If China’s authorities were to accelerate the abandonment of their zero-COVID policies, we think it could actually prove a headwind for global asset prices. But we doubt they will do so for a while... 2nd December 2022 · 4 mins read Pagination Previous … Page 101 Page 102 Page 103 Page 104 Current page 105 Page 106 Page 107 Page 108 Page 109 … Next
Asset Allocation Update Energy stocks may hold up better than oil prices suggest Even if oil prices don’t rebound substantially in the near term, we doubt developed market equities in the energy sector will reverse course and underperform the rest of the stock market next year. In... 9th December 2022 · 4 mins read
Global Markets Update Treasury rally may almost have run its course We expect the 10-year Treasury yield to decline only a little further as US inflation continues to ease. 9th December 2022 · 3 mins read
Asset Allocation Update On the timing and scale of a sustained rebound in the S&P 500 We suspect that the S&P 500 will make a new cyclical low by the spring of 2023 as a shallow recession gets underway in the US, before rebounding to end next year higher than it is now. In view of the... 8th December 2022 · 4 mins read
Global Markets Update China’s zero-COVID stance and global markets If China’s authorities were to accelerate the abandonment of their zero-COVID policies, we think it could actually prove a headwind for global asset prices. But we doubt they will do so for a while... 2nd December 2022 · 4 mins read
