Our latest macroeconomic insights Global Markets Update War, sanctions, and the resilience of the S&P 500 The US stock market has so far held up fairly well despite the Russia-Ukraine war. We think it will probably manage to make small gains over the rest of the year, although there are clear downside... 9th March 2022 · 3 mins read Asset Allocation Update What to make of the recent outperformance of US equities The war in Ukraine has challenged our view that US equities will underperform those in other developed markets over the next few years. We are not yet ready to abandon this view while the outlook is... 8th March 2022 · 5 mins read Global Economics Focus Will labour shortages persist? Current labour shortages are not purely the result of short-term absenteeism related to the virus. Indeed, we estimate that around 80% of the shortfall can be explained by factors that will prove more... 8th March 2022 · 24 mins read Global Markets Update How the war in Ukraine is challenging our views This Update discusses three ways in which the outbreak of war in Ukraine has called into question our asset allocation views. While the situation is fluid and the outlook especially uncertain, it also... 4th March 2022 · 6 mins read Pagination Previous … Page 132 Page 133 Page 134 Page 135 Current page 136 Page 137 Page 138 Page 139 Page 140 … Next
Global Markets Update War, sanctions, and the resilience of the S&P 500 The US stock market has so far held up fairly well despite the Russia-Ukraine war. We think it will probably manage to make small gains over the rest of the year, although there are clear downside... 9th March 2022 · 3 mins read
Asset Allocation Update What to make of the recent outperformance of US equities The war in Ukraine has challenged our view that US equities will underperform those in other developed markets over the next few years. We are not yet ready to abandon this view while the outlook is... 8th March 2022 · 5 mins read
Global Economics Focus Will labour shortages persist? Current labour shortages are not purely the result of short-term absenteeism related to the virus. Indeed, we estimate that around 80% of the shortfall can be explained by factors that will prove more... 8th March 2022 · 24 mins read
Global Markets Update How the war in Ukraine is challenging our views This Update discusses three ways in which the outbreak of war in Ukraine has called into question our asset allocation views. While the situation is fluid and the outlook especially uncertain, it also... 4th March 2022 · 6 mins read
