Our latest macroeconomic insights Asset Allocation Update Toning down our optimism on US REITs While we still expect US Real Estate Investment Trusts (REITs) overall to fare reasonably well over the next couple of years, we no longer anticipate that they will outperform the US stock market. 5th February 2021 · 4 mins read Global Markets Update We still think bond yields will stay low In our view, major central banks will generally take a more cautious approach to tightening monetary policy than they did in the past. This underpins our forecast that the yields of 10-year government... 5th February 2021 · 4 mins read Global Markets Update We doubt Indian yields will rise any further Indian government bond yields have increased sharply since the Union Budget earlier this week but we don’t think they will rise much further, and they may even decline slightly from here. 5th February 2021 · 3 mins read Global Markets Update The Biden administration and the US dollar We think that the US will return to a more traditional approach to the greenback under Joe Biden, and we anticipate that the overall effect of his economic policies will favour a weaker dollar. 3rd February 2021 · 5 mins read Pagination Previous … Page 170 Page 171 Page 172 Page 173 Current page 174 Page 175 Page 176 Page 177 Page 178 … Next
Asset Allocation Update Toning down our optimism on US REITs While we still expect US Real Estate Investment Trusts (REITs) overall to fare reasonably well over the next couple of years, we no longer anticipate that they will outperform the US stock market. 5th February 2021 · 4 mins read
Global Markets Update We still think bond yields will stay low In our view, major central banks will generally take a more cautious approach to tightening monetary policy than they did in the past. This underpins our forecast that the yields of 10-year government... 5th February 2021 · 4 mins read
Global Markets Update We doubt Indian yields will rise any further Indian government bond yields have increased sharply since the Union Budget earlier this week but we don’t think they will rise much further, and they may even decline slightly from here. 5th February 2021 · 3 mins read
Global Markets Update The Biden administration and the US dollar We think that the US will return to a more traditional approach to the greenback under Joe Biden, and we anticipate that the overall effect of his economic policies will favour a weaker dollar. 3rd February 2021 · 5 mins read
