Our latest macroeconomic insights Global Markets Update We expect DM bond yields to rebound further this year Despite a rebound over the past day or so, 10-year developed market government bond yields have fallen substantially in recent weeks. This has coincided with investors lowering their expectations for... 7th July 2022 · 3 mins read Emerging Markets Economics Update EM assets & the risks from tighter DM monetary policy We doubt that aggressive policy tightening by developed market (DM) central banks will be followed by a series of financial crises in major emerging market (EM) economies in the way that it has at... 27th June 2022 · 6 mins read Global Markets Update Answering your questions on our market forecasts We held a Drop-In on Wednesday to discuss what the evolving outlook for monetary policy and global growth means for our markets forecasts. This Update recaps the key questions we addressed in the Drop... 24th June 2022 · 8 mins read Asset Allocation Update Revisiting the case for US bank equity outperformance The prospect of weaker economic growth has reduced the appeal of US banks’ equities, even though they may yet benefit from a renewed rise in long-dated Treasury yields and still appear relatively... 23rd June 2022 · 4 mins read Pagination Previous … Page 119 Page 120 Page 121 Page 122 Current page 123 Page 124 Page 125 Page 126 Page 127 … Next
Global Markets Update We expect DM bond yields to rebound further this year Despite a rebound over the past day or so, 10-year developed market government bond yields have fallen substantially in recent weeks. This has coincided with investors lowering their expectations for... 7th July 2022 · 3 mins read
Emerging Markets Economics Update EM assets & the risks from tighter DM monetary policy We doubt that aggressive policy tightening by developed market (DM) central banks will be followed by a series of financial crises in major emerging market (EM) economies in the way that it has at... 27th June 2022 · 6 mins read
Global Markets Update Answering your questions on our market forecasts We held a Drop-In on Wednesday to discuss what the evolving outlook for monetary policy and global growth means for our markets forecasts. This Update recaps the key questions we addressed in the Drop... 24th June 2022 · 8 mins read
Asset Allocation Update Revisiting the case for US bank equity outperformance The prospect of weaker economic growth has reduced the appeal of US banks’ equities, even though they may yet benefit from a renewed rise in long-dated Treasury yields and still appear relatively... 23rd June 2022 · 4 mins read
