Our latest macroeconomic insights Global Markets Update US corporate earnings may be resilient to Ukraine war While we think that the war in Ukraine and Fed tightening will weigh on US corporate earnings, we still expect those earnings to grow in the next two years or so. This underpins our view that US... 28th March 2022 · 4 mins read Asset Allocation Update High inflation no guarantee of US REIT outperformance We think that the poor performance of US REITs in 2022 so far – despite rising concerns about inflation – adds to the evidence that REITs are not necessarily a better inflation hedge than ordinary... 25th March 2022 · 3 mins read Global Economics Focus Property the weak link as interest rates rise We think that property markets are the weak link when it comes to the impact of tightening monetary policy. A modest rise in interest rates might only cause price falls in a few obvious candidates... 25th March 2022 · 22 mins read Asset Allocation Update A closer look at Treasuries vs. US equities in the 70s & 80s We doubt Treasuries would underperform US equities as emphatically as they have in recent weeks if oil prices and inflation surged a lot more. Indeed, they could conceivably outperform – as they did... 25th March 2022 · 5 mins read Pagination Previous … Page 129 Page 130 Page 131 Page 132 Current page 133 Page 134 Page 135 Page 136 Page 137 … Next
Global Markets Update US corporate earnings may be resilient to Ukraine war While we think that the war in Ukraine and Fed tightening will weigh on US corporate earnings, we still expect those earnings to grow in the next two years or so. This underpins our view that US... 28th March 2022 · 4 mins read
Asset Allocation Update High inflation no guarantee of US REIT outperformance We think that the poor performance of US REITs in 2022 so far – despite rising concerns about inflation – adds to the evidence that REITs are not necessarily a better inflation hedge than ordinary... 25th March 2022 · 3 mins read
Global Economics Focus Property the weak link as interest rates rise We think that property markets are the weak link when it comes to the impact of tightening monetary policy. A modest rise in interest rates might only cause price falls in a few obvious candidates... 25th March 2022 · 22 mins read
Asset Allocation Update A closer look at Treasuries vs. US equities in the 70s & 80s We doubt Treasuries would underperform US equities as emphatically as they have in recent weeks if oil prices and inflation surged a lot more. Indeed, they could conceivably outperform – as they did... 25th March 2022 · 5 mins read
