Our latest macroeconomic insights Asset Allocation Update We doubt the 10Y UST/Bund spread will keep shrinking Although the spread between 10-year sovereign bond yields in the US and Germany has narrowed so far during the second quarter of this year, we doubt this will continue for much longer. 19th May 2021 · 6 mins read Asset Allocation Update Just how undervalued is the UK stock market? Although the valuation of the MSCI UK Index has become even more attractive compared to those of the MSCI USA Index and MSCI EMU Index since the outbreak of COVID-19, this is partly due to its sector... 14th May 2021 · 5 mins read Asset Allocation Update Taking stock of risky asset valuations In this Update, we take a look at the valuations of a broad range of the “risky” assets that we cover on our Asset Allocation service. We think that six key points stand out. 14th May 2021 · 4 mins read Global Markets Update Euro-zone corporate credit spreads may fall a little further While we don’t think there is much scope for corporate credit spreads generally to narrow much further from here, in our view spreads in the euro-zone could fall a bit more than those in the US or the... 13th May 2021 · 4 mins read Pagination Previous … Page 158 Page 159 Page 160 Page 161 Current page 162 Page 163 Page 164 Page 165 Page 166 … Next
Asset Allocation Update We doubt the 10Y UST/Bund spread will keep shrinking Although the spread between 10-year sovereign bond yields in the US and Germany has narrowed so far during the second quarter of this year, we doubt this will continue for much longer. 19th May 2021 · 6 mins read
Asset Allocation Update Just how undervalued is the UK stock market? Although the valuation of the MSCI UK Index has become even more attractive compared to those of the MSCI USA Index and MSCI EMU Index since the outbreak of COVID-19, this is partly due to its sector... 14th May 2021 · 5 mins read
Asset Allocation Update Taking stock of risky asset valuations In this Update, we take a look at the valuations of a broad range of the “risky” assets that we cover on our Asset Allocation service. We think that six key points stand out. 14th May 2021 · 4 mins read
Global Markets Update Euro-zone corporate credit spreads may fall a little further While we don’t think there is much scope for corporate credit spreads generally to narrow much further from here, in our view spreads in the euro-zone could fall a bit more than those in the US or the... 13th May 2021 · 4 mins read
