Our latest macroeconomic insights Asset Allocation Update We expect a brighter future for Japan’s stock market Although Japan’s stock market has substantially underperformed its counterparts in the US, UK and euro-zone during the past few months, we don’t expect it to remain a laggard. 28th May 2021 · 3 mins read Global Markets Update Earnings expectations and the outlook for the S&P 500 We expect the S&P 500 to make only small gains over the next few years. But we think some sectors – such as financials – will continue to do better than the index as a whole. 27th May 2021 · 4 mins read Asset Allocation Update The next phase of the stock market rotation Although we think that the recent outperformance of the energy and materials sectors will soon come to an end, we still expect the financials sector to continue to fare better over the next few years... 24th May 2021 · 5 mins read Global Markets Update Inflation and long-term US Treasury yields We expect long-term Treasury yields to rise more decisively before long, driven by long-term real yields. 19th May 2021 · 3 mins read Pagination Previous … Page 157 Page 158 Page 159 Page 160 Current page 161 Page 162 Page 163 Page 164 Page 165 … Next
Asset Allocation Update We expect a brighter future for Japan’s stock market Although Japan’s stock market has substantially underperformed its counterparts in the US, UK and euro-zone during the past few months, we don’t expect it to remain a laggard. 28th May 2021 · 3 mins read
Global Markets Update Earnings expectations and the outlook for the S&P 500 We expect the S&P 500 to make only small gains over the next few years. But we think some sectors – such as financials – will continue to do better than the index as a whole. 27th May 2021 · 4 mins read
Asset Allocation Update The next phase of the stock market rotation Although we think that the recent outperformance of the energy and materials sectors will soon come to an end, we still expect the financials sector to continue to fare better over the next few years... 24th May 2021 · 5 mins read
Global Markets Update Inflation and long-term US Treasury yields We expect long-term Treasury yields to rise more decisively before long, driven by long-term real yields. 19th May 2021 · 3 mins read
