Our latest macroeconomic insights Global Markets Update E-Z equities may still outperform, despite weaker recovery We expect equities in the euro-zone to outperform those in the US between now and the end of 2022 even as the economic recovery in the former continues to lag that in the latter. Webinar Invite: The... 10th May 2021 · 4 mins read Global Markets Update We expect gains in EM Asia stock markets to remain small We don’t think stock markets in emerging Asia will come roaring back to life any time soon, and forecast relatively small increases in equity indices there over the next few years. 7th May 2021 · 4 mins read Global Markets Update We think that euro-zone yields will rise only gradually Despite tentative signs of improvement in the euro-zone economy recently and our expectation that long-term US Treasury yields will rise significantly over the next couple of years, we forecast that... 6th May 2021 · 3 mins read Commodities We think that commodities & US equities will diverge While commodities and US equities often move in the same direction, this is not always the case. We expect poor returns from commodities over the next few years, but reasonable returns from US... 29th April 2021 · 3 mins read Pagination Previous … Page 159 Page 160 Page 161 Page 162 Current page 163 Page 164 Page 165 Page 166 Page 167 … Next
Global Markets Update E-Z equities may still outperform, despite weaker recovery We expect equities in the euro-zone to outperform those in the US between now and the end of 2022 even as the economic recovery in the former continues to lag that in the latter. Webinar Invite: The... 10th May 2021 · 4 mins read
Global Markets Update We expect gains in EM Asia stock markets to remain small We don’t think stock markets in emerging Asia will come roaring back to life any time soon, and forecast relatively small increases in equity indices there over the next few years. 7th May 2021 · 4 mins read
Global Markets Update We think that euro-zone yields will rise only gradually Despite tentative signs of improvement in the euro-zone economy recently and our expectation that long-term US Treasury yields will rise significantly over the next couple of years, we forecast that... 6th May 2021 · 3 mins read
Commodities We think that commodities & US equities will diverge While commodities and US equities often move in the same direction, this is not always the case. We expect poor returns from commodities over the next few years, but reasonable returns from US... 29th April 2021 · 3 mins read
