Our latest macroeconomic insights Global Markets Update We expect bond yield divergence to favour the USD We expect higher government bond yields in the US than in other developed markets (DMs) to push the US dollar up, as has generally been the case since the Global Financial Crisis. 9th April 2021 · 4 mins read Global Markets Update Some market implications of central banks going “green” In recent years, and particularly since the start of the pandemic, the pressure on central banks to address climate change has increased. This Update considers the potential implications for financial... 8th April 2021 · 3 mins read Precious Metals Update Real yields and gold The recent drop in the price of gold below $1,700/oz. has illustrated its greater sensitivity to US long- than short-dated real yields. Although the price has nudged back up above this level at the... 31st March 2021 · 4 mins read Asset Allocation Update Taking stock of our asset allocation views In light of a raft of recent forecast changes, this Update presents the latest returns projections of our Asset Allocation service for the next couple of years. We think six points are worth... 26th March 2021 · 4 mins read Pagination Previous … Page 162 Page 163 Page 164 Page 165 Current page 166 Page 167 Page 168 Page 169 Page 170 … Next
Global Markets Update We expect bond yield divergence to favour the USD We expect higher government bond yields in the US than in other developed markets (DMs) to push the US dollar up, as has generally been the case since the Global Financial Crisis. 9th April 2021 · 4 mins read
Global Markets Update Some market implications of central banks going “green” In recent years, and particularly since the start of the pandemic, the pressure on central banks to address climate change has increased. This Update considers the potential implications for financial... 8th April 2021 · 3 mins read
Precious Metals Update Real yields and gold The recent drop in the price of gold below $1,700/oz. has illustrated its greater sensitivity to US long- than short-dated real yields. Although the price has nudged back up above this level at the... 31st March 2021 · 4 mins read
Asset Allocation Update Taking stock of our asset allocation views In light of a raft of recent forecast changes, this Update presents the latest returns projections of our Asset Allocation service for the next couple of years. We think six points are worth... 26th March 2021 · 4 mins read
