Our latest macroeconomic insights Global Markets Update We think that the future is bright for Japanese equities We think that the recent outperformance of the MSCI Japan Index relative to the MSCI USA Index will continue as the world slowly gets back to normal. 9th March 2021 · 4 mins read Asset Allocation Update More thoughts on US equities, bonds and growth In the US, this week’s slide in equities in the face of a renewed rise in real government bond yields might seem puzzling, given the rosy prospects for the economy. But the argument that the stock... 5th March 2021 · 3 mins read Global Markets Update Rising bond yields and the outlook for the US dollar The rise of government bond yields in the US and other developed markets (DMs) this year has made a significant impact on currency markets and, if it continues, would challenge our forecast for a... 5th March 2021 · 5 mins read Global Markets Update Assessing the risks to EMs from higher US real yields We don’t expect the recent rise in US bond yields to turn into a rerun of the 2013 Taper Tantrum. But even if US real yields continued to grind higher, we think that EM assets and currencies would be... 4th March 2021 · 4 mins read Pagination Previous … Page 166 Page 167 Page 168 Page 169 Current page 170 Page 171 Page 172 Page 173 Page 174 … Next
Global Markets Update We think that the future is bright for Japanese equities We think that the recent outperformance of the MSCI Japan Index relative to the MSCI USA Index will continue as the world slowly gets back to normal. 9th March 2021 · 4 mins read
Asset Allocation Update More thoughts on US equities, bonds and growth In the US, this week’s slide in equities in the face of a renewed rise in real government bond yields might seem puzzling, given the rosy prospects for the economy. But the argument that the stock... 5th March 2021 · 3 mins read
Global Markets Update Rising bond yields and the outlook for the US dollar The rise of government bond yields in the US and other developed markets (DMs) this year has made a significant impact on currency markets and, if it continues, would challenge our forecast for a... 5th March 2021 · 5 mins read
Global Markets Update Assessing the risks to EMs from higher US real yields We don’t expect the recent rise in US bond yields to turn into a rerun of the 2013 Taper Tantrum. But even if US real yields continued to grind higher, we think that EM assets and currencies would be... 4th March 2021 · 4 mins read
