Our latest macroeconomic insights Global Markets Update What to make of higher FX-hedged Treasury yields We think that high FX-hedged yields on 10-year US Treasuries will encourage more purchases from non-US investors and may help to limit the rise in US government bond yields even as the economy... 12th March 2021 · 2 mins read Asset Allocation Update Weighing up the prospects for further rotation Although we do not expect US bond yields to keep on climbing sharply, we nonetheless think that the recent “rotation” in the US stock market has further to run, given the upbeat prospects for the... 12th March 2021 · 4 mins read Global Markets Update China’s markets may diverge from those elsewhere Just as we expect China’s economy to slow later this year even as growth picks up rapidly elsewhere, we think China’s financial markets could stand out from those in the rest of the world in the... 11th March 2021 · 3 mins read Asset Allocation Update Inflation & equities: how much is too much? Too much inflation can spell trouble for equities if it results in tighter real monetary policy or slower growth. But while we expect inflation to pick up in the US, we do not expect either of those... 10th March 2021 · 3 mins read Pagination Previous … Page 165 Page 166 Page 167 Page 168 Current page 169 Page 170 Page 171 Page 172 Page 173 … Next
Global Markets Update What to make of higher FX-hedged Treasury yields We think that high FX-hedged yields on 10-year US Treasuries will encourage more purchases from non-US investors and may help to limit the rise in US government bond yields even as the economy... 12th March 2021 · 2 mins read
Asset Allocation Update Weighing up the prospects for further rotation Although we do not expect US bond yields to keep on climbing sharply, we nonetheless think that the recent “rotation” in the US stock market has further to run, given the upbeat prospects for the... 12th March 2021 · 4 mins read
Global Markets Update China’s markets may diverge from those elsewhere Just as we expect China’s economy to slow later this year even as growth picks up rapidly elsewhere, we think China’s financial markets could stand out from those in the rest of the world in the... 11th March 2021 · 3 mins read
Asset Allocation Update Inflation & equities: how much is too much? Too much inflation can spell trouble for equities if it results in tighter real monetary policy or slower growth. But while we expect inflation to pick up in the US, we do not expect either of those... 10th March 2021 · 3 mins read
