Our latest macroeconomic insights Asset Allocation Update EPS, valuations & sector rotation Given the outlook for corporate earnings and Treasuries, we don’t expect the recent partial unwinding of the rotation trade in the US stock market to last. On the contrary, we expect the rotation to... 22nd April 2021 · 3 mins read Global Markets Update Revising down our forecast for Swiss equities We no longer expect the MSCI Switzerland Index to outperform the MSCI USA Index over the next couple of years and have lowered our end-2021 and end-2022 forecasts accordingly. 20th April 2021 · 4 mins read Global Markets Update Assessing the market implications of an SDR allocation We think the IMF’s anticipated $650bn Special Drawing Rights (SDR) allocation is unlikely to have a major market impact, although it might provide countries with falling exchange rates and low levels... 15th April 2021 · 4 mins read Asset Allocation Update Biden’s tax reforms: further fuel for the rotation trade? If enacted, President Joe Biden’s corporate tax reforms could become a significant drag on US equities and hit the earnings of technology, pharmaceuticals and biotech companies particularly hard... 9th April 2021 · 5 mins read Pagination Previous … Page 161 Page 162 Page 163 Page 164 Current page 165 Page 166 Page 167 Page 168 Page 169 … Next
Asset Allocation Update EPS, valuations & sector rotation Given the outlook for corporate earnings and Treasuries, we don’t expect the recent partial unwinding of the rotation trade in the US stock market to last. On the contrary, we expect the rotation to... 22nd April 2021 · 3 mins read
Global Markets Update Revising down our forecast for Swiss equities We no longer expect the MSCI Switzerland Index to outperform the MSCI USA Index over the next couple of years and have lowered our end-2021 and end-2022 forecasts accordingly. 20th April 2021 · 4 mins read
Global Markets Update Assessing the market implications of an SDR allocation We think the IMF’s anticipated $650bn Special Drawing Rights (SDR) allocation is unlikely to have a major market impact, although it might provide countries with falling exchange rates and low levels... 15th April 2021 · 4 mins read
Asset Allocation Update Biden’s tax reforms: further fuel for the rotation trade? If enacted, President Joe Biden’s corporate tax reforms could become a significant drag on US equities and hit the earnings of technology, pharmaceuticals and biotech companies particularly hard... 9th April 2021 · 5 mins read
