Our latest macroeconomic insights Asset Allocation Update US value stocks may continue to outperform While the long-running underperformance of US value stocks relative to growth stocks seems linked in part to lower interest rates and structural weakness in the economy, much of it is hard to... 14th April 2022 · 5 mins read Asset Allocation Update Revisiting the case for Japanese equities The valuations of mid- and large-cap equities in Japan have become even more attractive compared to those of their US counterparts following a further period of substantial underperformance in common... 12th April 2022 · 5 mins read Global Markets Update Optimistic earnings expectations may slow E-Z equities Earnings expectations for listed euro-zone companies look, as a whole, a bit optimistic to us given the economic impact of the Russia-Ukraine war and Western This feeds into our view that the region’s... 8th April 2022 · 5 mins read Global Markets Update Revisiting “Le Pen risk” & implications for financial markets While the prospect of a euro-zone break-up looks more remote than during the 2017 French presidential campaign, the possibility of Marine Le Pen taking power is still a major risk to euro-zone... 7th April 2022 · 5 mins read Pagination Previous … Page 127 Page 128 Page 129 Page 130 Current page 131 Page 132 Page 133 Page 134 Page 135 … Next
Asset Allocation Update US value stocks may continue to outperform While the long-running underperformance of US value stocks relative to growth stocks seems linked in part to lower interest rates and structural weakness in the economy, much of it is hard to... 14th April 2022 · 5 mins read
Asset Allocation Update Revisiting the case for Japanese equities The valuations of mid- and large-cap equities in Japan have become even more attractive compared to those of their US counterparts following a further period of substantial underperformance in common... 12th April 2022 · 5 mins read
Global Markets Update Optimistic earnings expectations may slow E-Z equities Earnings expectations for listed euro-zone companies look, as a whole, a bit optimistic to us given the economic impact of the Russia-Ukraine war and Western This feeds into our view that the region’s... 8th April 2022 · 5 mins read
Global Markets Update Revisiting “Le Pen risk” & implications for financial markets While the prospect of a euro-zone break-up looks more remote than during the 2017 French presidential campaign, the possibility of Marine Le Pen taking power is still a major risk to euro-zone... 7th April 2022 · 5 mins read
