Our latest macroeconomic insights Asset Allocation Update REITs, equities and the threat of higher inflation We doubt that US equity REITs would significantly outperform US equities in a period of higher inflation. 24th June 2021 · 3 mins read Global Markets Update We expect the 10-year Treasury yield to rise again Although the 10-year Treasury yield has eased back following last week’s FOMC meeting, we still expect it to increase again before too long. 24th June 2021 · 3 mins read Global Markets Update We expect yields to rise less in Germany than in the US The yields of 10-year US Treasuries and German Bunds have moved in lockstep since the latest Fed meeting, but we doubt that this will continue. While we expect the Treasury yield to rise sharply... 18th June 2021 · 3 mins read Global Markets Update The S&P 500, bond yields and the Fed Wednesday’s hawkish surprise from the Fed adds weight to our views that i) the US stock market will see only limited gains between now and the end of 2023, even as the economy generally continues to... 18th June 2021 · 3 mins read Pagination Previous … Page 154 Page 155 Page 156 Page 157 Current page 158 Page 159 Page 160 Page 161 Page 162 … Next
Asset Allocation Update REITs, equities and the threat of higher inflation We doubt that US equity REITs would significantly outperform US equities in a period of higher inflation. 24th June 2021 · 3 mins read
Global Markets Update We expect the 10-year Treasury yield to rise again Although the 10-year Treasury yield has eased back following last week’s FOMC meeting, we still expect it to increase again before too long. 24th June 2021 · 3 mins read
Global Markets Update We expect yields to rise less in Germany than in the US The yields of 10-year US Treasuries and German Bunds have moved in lockstep since the latest Fed meeting, but we doubt that this will continue. While we expect the Treasury yield to rise sharply... 18th June 2021 · 3 mins read
Global Markets Update The S&P 500, bond yields and the Fed Wednesday’s hawkish surprise from the Fed adds weight to our views that i) the US stock market will see only limited gains between now and the end of 2023, even as the economy generally continues to... 18th June 2021 · 3 mins read
