Our latest macroeconomic insights Global Markets Update We see smaller gains ahead for EM Asian equities We think that the recent rally in emerging market (EM) Asian equities outside of China will slow substantially this year, and that they will begin to underperform other EM equities. Global State of... 27th January 2021 · 3 mins read Global Markets Update We still think the future is brighter for Kiwi than Aussie While we have revised up our end-2021 forecasts for the Australian dollar and the New Zealand dollar against the US dollar to reflect the strength of their recent rallies, we still think that the Kiwi... 25th January 2021 · 4 mins read Asset Allocation Update What corporate bonds tell us about equity valuation The relative valuation of the US stock and corporate bond markets is another piece of evidence against the idea that equities in general are currently in a bubble. Their relative valuation today... 22nd January 2021 · 2 mins read Global Markets Update We doubt that the BTP sell-off will continue While the yield of ten-year Italian government bonds has risen recently, we continue to expect it to fall back by end-2021 thanks to ECB support and a benign domestic and global backdrop. 22nd January 2021 · 4 mins read Pagination Previous … Page 171 Page 172 Page 173 Page 174 Current page 175 Page 176 Page 177 Page 178 Page 179 … Next
Global Markets Update We see smaller gains ahead for EM Asian equities We think that the recent rally in emerging market (EM) Asian equities outside of China will slow substantially this year, and that they will begin to underperform other EM equities. Global State of... 27th January 2021 · 3 mins read
Global Markets Update We still think the future is brighter for Kiwi than Aussie While we have revised up our end-2021 forecasts for the Australian dollar and the New Zealand dollar against the US dollar to reflect the strength of their recent rallies, we still think that the Kiwi... 25th January 2021 · 4 mins read
Asset Allocation Update What corporate bonds tell us about equity valuation The relative valuation of the US stock and corporate bond markets is another piece of evidence against the idea that equities in general are currently in a bubble. Their relative valuation today... 22nd January 2021 · 2 mins read
Global Markets Update We doubt that the BTP sell-off will continue While the yield of ten-year Italian government bonds has risen recently, we continue to expect it to fall back by end-2021 thanks to ECB support and a benign domestic and global backdrop. 22nd January 2021 · 4 mins read
