Our latest macroeconomic insights Global Markets Update Taking stock of earnings expectations in US & Europe We think expectations for corporate earnings in the US and most of Europe are unlikely to improve much further. One exception is the UK, where earnings expectations look a bit less upbeat. 12th November 2021 · 4 mins read Asset Allocation Update We expect LatAm equities to trail those in EM EMEA We think that MSCI’s Emerging Markets (EM) Latin America Index will continue to underperform its EM EMEA Index over the next couple of years, albeit not to the same extent as it has in 2021 so far. 12th November 2021 · 5 mins read Global Markets Update We doubt Brazilian assets will rebound any time soon While Brazil’s bond and stock markets have struggled lately, we don’t think either are set for a significant rebound any time soon, and suspect both will remain under pressure in the run-up to next... 5th November 2021 · 5 mins read Asset Allocation Update Reading the runes of relative valuation within the US stock market One reason to think that the performance of the US stock market will underwhelm, at least in the long run, is that some of the gaps between the valuations of its most highly and lowly valued companies... 4th November 2021 · 3 mins read Pagination Previous … Page 143 Page 144 Page 145 Page 146 Current page 147 Page 148 Page 149 Page 150 Page 151 … Next
Global Markets Update Taking stock of earnings expectations in US & Europe We think expectations for corporate earnings in the US and most of Europe are unlikely to improve much further. One exception is the UK, where earnings expectations look a bit less upbeat. 12th November 2021 · 4 mins read
Asset Allocation Update We expect LatAm equities to trail those in EM EMEA We think that MSCI’s Emerging Markets (EM) Latin America Index will continue to underperform its EM EMEA Index over the next couple of years, albeit not to the same extent as it has in 2021 so far. 12th November 2021 · 5 mins read
Global Markets Update We doubt Brazilian assets will rebound any time soon While Brazil’s bond and stock markets have struggled lately, we don’t think either are set for a significant rebound any time soon, and suspect both will remain under pressure in the run-up to next... 5th November 2021 · 5 mins read
Asset Allocation Update Reading the runes of relative valuation within the US stock market One reason to think that the performance of the US stock market will underwhelm, at least in the long run, is that some of the gaps between the valuations of its most highly and lowly valued companies... 4th November 2021 · 3 mins read
