Our latest macroeconomic insights Global Economics Focus Can the world cope with higher interest rates? We expect the most aggressive policy tightening cycle in decades to cause a slowdown in global economic growth, not a severe downturn. The biggest risk is that inflation stays higher for much longer... 1st June 2022 · 27 mins read Asset Allocation Update Consumer staples stocks may outperform again Even if high inflation continues to put downward pressure on profit margins, we still suspect that the consumer staples sector in the US will be a relative bright spot against a backdrop of... 27th May 2022 · 5 mins read Global Markets Update What to make of the decline in inflation compensation We don’t expect long-term inflation compensation to continue to tumble, and think long-term government bond yields will bounce back before long. 26th May 2022 · 4 mins read Asset Allocation Update Yield curve positioning after peak inflation Although Treasury yields have dropped back in recent weeks amid signs that inflation has peaked, we don’t think it makes sense to extend duration. Of course, the longer a bond’s remaining life, the... 24th May 2022 · 2 mins read Pagination Previous … Page 123 Page 124 Page 125 Page 126 Current page 127 Page 128 Page 129 Page 130 Page 131 … Next
Global Economics Focus Can the world cope with higher interest rates? We expect the most aggressive policy tightening cycle in decades to cause a slowdown in global economic growth, not a severe downturn. The biggest risk is that inflation stays higher for much longer... 1st June 2022 · 27 mins read
Asset Allocation Update Consumer staples stocks may outperform again Even if high inflation continues to put downward pressure on profit margins, we still suspect that the consumer staples sector in the US will be a relative bright spot against a backdrop of... 27th May 2022 · 5 mins read
Global Markets Update What to make of the decline in inflation compensation We don’t expect long-term inflation compensation to continue to tumble, and think long-term government bond yields will bounce back before long. 26th May 2022 · 4 mins read
Asset Allocation Update Yield curve positioning after peak inflation Although Treasury yields have dropped back in recent weeks amid signs that inflation has peaked, we don’t think it makes sense to extend duration. Of course, the longer a bond’s remaining life, the... 24th May 2022 · 2 mins read
