Our latest macroeconomic insights Global Markets Update We think EZ peripheral spreads will rise further We continue to expect euro-zone “peripheral” spreads to rise over the remainder of the year, owing to a combination of deteriorating appetite for risk, higher policy rates, and ambiguity about the ECB... 5th September 2022 · 3 mins read Global Markets Update Treasury and bund sell off may be mostly over While US and euro-zone 10-year government bond yields have surged over recent weeks, we think this sell-off has mostly run its course – we expect these yields to end this year a bit below their... 2nd September 2022 · 3 mins read Asset Allocation Update We see little chance of a GFC-style collapse in US REITs While we think that US REITs have further to fall over the rest of this year, we doubt that they will fare nearly as badly as they did during the Global Financial Crisis (GFC), nor underperform... 30th August 2022 · 5 mins read Global Markets Update German-Swiss bond yield spread may widen further We expect the spread between the yields of 10-year German and Swiss government bonds to widen further over the remainder of this year. In view of the wider interest, we are also sending this Global... 25th August 2022 · 3 mins read Pagination Previous … Page 113 Page 114 Page 115 Page 116 Current page 117 Page 118 Page 119 Page 120 Page 121 … Next
Global Markets Update We think EZ peripheral spreads will rise further We continue to expect euro-zone “peripheral” spreads to rise over the remainder of the year, owing to a combination of deteriorating appetite for risk, higher policy rates, and ambiguity about the ECB... 5th September 2022 · 3 mins read
Global Markets Update Treasury and bund sell off may be mostly over While US and euro-zone 10-year government bond yields have surged over recent weeks, we think this sell-off has mostly run its course – we expect these yields to end this year a bit below their... 2nd September 2022 · 3 mins read
Asset Allocation Update We see little chance of a GFC-style collapse in US REITs While we think that US REITs have further to fall over the rest of this year, we doubt that they will fare nearly as badly as they did during the Global Financial Crisis (GFC), nor underperform... 30th August 2022 · 5 mins read
Global Markets Update German-Swiss bond yield spread may widen further We expect the spread between the yields of 10-year German and Swiss government bonds to widen further over the remainder of this year. In view of the wider interest, we are also sending this Global... 25th August 2022 · 3 mins read
