Our latest macroeconomic insights Global Markets Update The implications of the Russia-Ukraine crisis The deadlocked end to talks between Russia, the US and NATO and subsequent hawkish noises from Russian officials have caused a risk premium to emerge on Russian asset prices and will keep the prospect... 14th January 2022 · 5 mins read Global Markets Update We think that China’s equities will continue to struggle Even though we doubt that China’s equities will fare anywhere near as badly over the next couple of years as they did in 2021, we do not expect them to make strong gains from here either. 14th January 2022 · 4 mins read Global Markets Update Key financial market calls for 2022 We do not think the returns from many financial assets will be as good in 2022 as they were in 2021. For a start, we envisage a sell-off in government bonds in most places, reflecting the outlook for... 13th January 2022 · 4 mins read Asset Allocation Update EM equities may continue to underperform in 2022-23 We think that emerging market (EM) equities will continue to underperform their developed market (DM) peers over the next couple of years, even if that underperformance is far less stark than it was... 13th January 2022 · 5 mins read Pagination Previous … Page 138 Page 139 Page 140 Page 141 Current page 142 Page 143 Page 144 Page 145 Page 146 … Next
Global Markets Update The implications of the Russia-Ukraine crisis The deadlocked end to talks between Russia, the US and NATO and subsequent hawkish noises from Russian officials have caused a risk premium to emerge on Russian asset prices and will keep the prospect... 14th January 2022 · 5 mins read
Global Markets Update We think that China’s equities will continue to struggle Even though we doubt that China’s equities will fare anywhere near as badly over the next couple of years as they did in 2021, we do not expect them to make strong gains from here either. 14th January 2022 · 4 mins read
Global Markets Update Key financial market calls for 2022 We do not think the returns from many financial assets will be as good in 2022 as they were in 2021. For a start, we envisage a sell-off in government bonds in most places, reflecting the outlook for... 13th January 2022 · 4 mins read
Asset Allocation Update EM equities may continue to underperform in 2022-23 We think that emerging market (EM) equities will continue to underperform their developed market (DM) peers over the next couple of years, even if that underperformance is far less stark than it was... 13th January 2022 · 5 mins read
