Our latest macroeconomic insights Asset Allocation Update What the S&P 500’s valuation may mean for future returns Although the US stock market’s valuation is nearly as high now as it was at the height of dot com mania, we don’t expect the return from it to be as bad in the next decade as it was in the 2000s. 26th August 2021 · 6 mins read Global Markets Update The virus and global stock markets Progress made by countries in dealing with COVID-19 still seems to have had little bearing, in general, on the relative performance of their stock markets. Instead, swings in sentiment about the virus... 20th August 2021 · 4 mins read Global Markets Update Gains in EM equities may be small from here We don’t expect emerging market (EM) equities, as a whole, to rack up big gains over the next few years thanks in part to the spillovers of lower growth in China. 19th August 2021 · 4 mins read Asset Allocation Update On the relative valuations of US housing and equities Despite growing talk of another bubble in the US housing market, its valuation remains far less stretched than that of the US stock market and is not alarming in our view given the prospects for... 18th August 2021 · 4 mins read Pagination Previous … Page 149 Page 150 Page 151 Page 152 Current page 153 Page 154 Page 155 Page 156 Page 157 … Next
Asset Allocation Update What the S&P 500’s valuation may mean for future returns Although the US stock market’s valuation is nearly as high now as it was at the height of dot com mania, we don’t expect the return from it to be as bad in the next decade as it was in the 2000s. 26th August 2021 · 6 mins read
Global Markets Update The virus and global stock markets Progress made by countries in dealing with COVID-19 still seems to have had little bearing, in general, on the relative performance of their stock markets. Instead, swings in sentiment about the virus... 20th August 2021 · 4 mins read
Global Markets Update Gains in EM equities may be small from here We don’t expect emerging market (EM) equities, as a whole, to rack up big gains over the next few years thanks in part to the spillovers of lower growth in China. 19th August 2021 · 4 mins read
Asset Allocation Update On the relative valuations of US housing and equities Despite growing talk of another bubble in the US housing market, its valuation remains far less stretched than that of the US stock market and is not alarming in our view given the prospects for... 18th August 2021 · 4 mins read
