Our latest macroeconomic insights Global Markets Update Central bank “pivots” and the recent equity market rally The anticipation of quick reversals of central bank rate hikes has probably supported equity markets of late, but we suspect investors have become overly optimistic and still think equity prices will... 12th August 2022 · 4 mins read Global Markets Update Answers to your questions on global markets We held a Drop In yesterday outlining our latest forecasts for global financial markets. This Update answers some questions that we received during that Drop In but didn’t have time to address. In... 10th August 2022 · 4 mins read Asset Allocation Update Credit spreads and excess returns Although the spreads of many “risky” bonds have risen significantly this year, some aren’t currently at levels that have typically been followed by substantial future outperformance of their “safe”... 9th August 2022 · 3 mins read Global Markets Update What a Taiwan Strait crisis could mean for markets While China-Taiwan tensions haven’t yet caused ructions in global financial markets, any escalation that threatened to disrupt trade and/or financial flows almost certainly would. This Update explores... 5th August 2022 · 6 mins read Pagination Previous … Page 115 Page 116 Page 117 Page 118 Current page 119 Page 120 Page 121 Page 122 Page 123 … Next
Global Markets Update Central bank “pivots” and the recent equity market rally The anticipation of quick reversals of central bank rate hikes has probably supported equity markets of late, but we suspect investors have become overly optimistic and still think equity prices will... 12th August 2022 · 4 mins read
Global Markets Update Answers to your questions on global markets We held a Drop In yesterday outlining our latest forecasts for global financial markets. This Update answers some questions that we received during that Drop In but didn’t have time to address. In... 10th August 2022 · 4 mins read
Asset Allocation Update Credit spreads and excess returns Although the spreads of many “risky” bonds have risen significantly this year, some aren’t currently at levels that have typically been followed by substantial future outperformance of their “safe”... 9th August 2022 · 3 mins read
Global Markets Update What a Taiwan Strait crisis could mean for markets While China-Taiwan tensions haven’t yet caused ructions in global financial markets, any escalation that threatened to disrupt trade and/or financial flows almost certainly would. This Update explores... 5th August 2022 · 6 mins read
