Our latest macroeconomic insights Global Markets Update We now think the 10-year Treasury yield will rise further The sharp rise of US yields in response to this year’s shift in US fiscal policy and rapid progress on vaccinations – and the Fed’s apparent willingness to accept higher long-term interest rates –... 19th March 2021 · 5 mins read Asset Allocation Update US stock market unlikely to keep beating its economy While the stock market fared much better than the economy in the US overall during the past ten years, we do not expect that to remain the case. 17th March 2021 · 3 mins read Global Markets Update Brazil’s stock market may continue to underperform We had expected Brazil’s stock market to be among the best performers in the world this year, but with the virus still running rampant and populist policymaking on the rise, we now think its... 17th March 2021 · 3 mins read Global Markets Update Bond yields and the outlook for DM equities Despite the recent turmoil in bond markets, we continue to expect developed market (DM) equities to gain ground in the rest of this year as real yields remain quite low and economic growth stays... 16th March 2021 · 3 mins read Pagination Previous … Page 164 Page 165 Page 166 Page 167 Current page 168 Page 169 Page 170 Page 171 Page 172 … Next
Global Markets Update We now think the 10-year Treasury yield will rise further The sharp rise of US yields in response to this year’s shift in US fiscal policy and rapid progress on vaccinations – and the Fed’s apparent willingness to accept higher long-term interest rates –... 19th March 2021 · 5 mins read
Asset Allocation Update US stock market unlikely to keep beating its economy While the stock market fared much better than the economy in the US overall during the past ten years, we do not expect that to remain the case. 17th March 2021 · 3 mins read
Global Markets Update Brazil’s stock market may continue to underperform We had expected Brazil’s stock market to be among the best performers in the world this year, but with the virus still running rampant and populist policymaking on the rise, we now think its... 17th March 2021 · 3 mins read
Global Markets Update Bond yields and the outlook for DM equities Despite the recent turmoil in bond markets, we continue to expect developed market (DM) equities to gain ground in the rest of this year as real yields remain quite low and economic growth stays... 16th March 2021 · 3 mins read
