Our latest macroeconomic insights Global Markets Update We think Bund yields will fall by less than Treasury yields Although we think the yields of high-grade, long-dated government bonds will fall in general in the next couple of years, we expect those of Bunds to fall by less than those of Treasuries, as... 21st November 2022 · 4 mins read Asset Allocation Update We think euro-zone equities have further to fall Our downbeat economic forecasts for the euro-zone underpin our view that equity markets there will fall further in the coming months. Within the region, we think the downside risks for equity prices... 18th November 2022 · 4 mins read Global Markets Update EM sovereign bond yields may be nearing their peak Having increased sharply throughout the year, we think that emerging market local currency sovereign bond yields will probably only increase by a little more in the first half of next year, despite a... 18th November 2022 · 3 mins read Asset Allocation Update Long-run US equity relative performance and the US dollar We suspect the underperformance of US equities that has accompanied the US dollar’s slump so far this month will become a feature from mid-2023, as the currency eventually comes under sustained... 16th November 2022 · 3 mins read Pagination Previous … Page 103 Page 104 Page 105 Page 106 Current page 107 Page 108 Page 109 Page 110 Page 111 … Next
Global Markets Update We think Bund yields will fall by less than Treasury yields Although we think the yields of high-grade, long-dated government bonds will fall in general in the next couple of years, we expect those of Bunds to fall by less than those of Treasuries, as... 21st November 2022 · 4 mins read
Asset Allocation Update We think euro-zone equities have further to fall Our downbeat economic forecasts for the euro-zone underpin our view that equity markets there will fall further in the coming months. Within the region, we think the downside risks for equity prices... 18th November 2022 · 4 mins read
Global Markets Update EM sovereign bond yields may be nearing their peak Having increased sharply throughout the year, we think that emerging market local currency sovereign bond yields will probably only increase by a little more in the first half of next year, despite a... 18th November 2022 · 3 mins read
Asset Allocation Update Long-run US equity relative performance and the US dollar We suspect the underperformance of US equities that has accompanied the US dollar’s slump so far this month will become a feature from mid-2023, as the currency eventually comes under sustained... 16th November 2022 · 3 mins read
