Our latest macroeconomic insights Global Markets Update Revising our forecasts for DM 10-year bond yields We continue to expect monetary tightening to push up 10-year government bond yields across developed markets (DMs) but we now forecast them to reach a higher level than we had previously anticipated... 12th January 2022 · 5 mins read Asset Allocation Update Case for US equity underperformance is looking strong Although mid- and large-cap equities have fared better in the US than the rest of the developed world in most years since the Global Financial Crisis (GFC), we think the chances of it happening in... 10th January 2022 · 5 mins read Global Markets Update Fed tightening may limit gains in US equities While we don’t think the stock market’s falls this week mark the start of a sustained rout, we do expect Fed tightening to curb the upside for mid- and large-cap US equities over the next couple of... 7th January 2022 · 4 mins read Asset Allocation Update Revisiting our forecasts in light of the Fed After taking on board the Federal Reserve’s recent hawkish pivot, we now forecast that the central bank will raise its policy rate much more quickly than we had previously anticipated. This Update... 17th December 2021 · 3 mins read Pagination Previous … Page 139 Page 140 Page 141 Page 142 Current page 143 Page 144 Page 145 Page 146 Page 147 … Next
Global Markets Update Revising our forecasts for DM 10-year bond yields We continue to expect monetary tightening to push up 10-year government bond yields across developed markets (DMs) but we now forecast them to reach a higher level than we had previously anticipated... 12th January 2022 · 5 mins read
Asset Allocation Update Case for US equity underperformance is looking strong Although mid- and large-cap equities have fared better in the US than the rest of the developed world in most years since the Global Financial Crisis (GFC), we think the chances of it happening in... 10th January 2022 · 5 mins read
Global Markets Update Fed tightening may limit gains in US equities While we don’t think the stock market’s falls this week mark the start of a sustained rout, we do expect Fed tightening to curb the upside for mid- and large-cap US equities over the next couple of... 7th January 2022 · 4 mins read
Asset Allocation Update Revisiting our forecasts in light of the Fed After taking on board the Federal Reserve’s recent hawkish pivot, we now forecast that the central bank will raise its policy rate much more quickly than we had previously anticipated. This Update... 17th December 2021 · 3 mins read
