Our latest macroeconomic insights Global Markets Update Bond yields unlikely to rise much despite vaccine We think that the limited reaction of developed market government bonds to positive vaccine news is a sign of things to come. While the introduction of effective vaccines should help drive a stronger... 2nd December 2020 · 4 mins read Asset Allocation Update The reversal of relative fortunes within EM equities We think that the outperformance of equities in EM EMEA and Latin America relative to those in EM Asia in November is a sign of things to come, as the world recovers from COVID-19. 30th November 2020 · 4 mins read Asset Allocation Update A fresh look at the relative performance of US equities We anticipate that MSCI’s benchmark index of mid- and large-cap equities in the US will underperform its index of those in other developed markets, as investors continue to focus more on the roll-out... 25th November 2020 · 4 mins read Global Markets Update Contrast in Indian stocks and economy may continue Although India’s economy has struggled more than most in the COVID-19 pandemic, its equity market has performed relatively well lately. We expect the contrast between the economy and the equity market... 20th November 2020 · 4 mins read Pagination Previous … Page 177 Page 178 Page 179 Page 180 Current page 181 Page 182 Page 183 Page 184 Page 185 … Next
Global Markets Update Bond yields unlikely to rise much despite vaccine We think that the limited reaction of developed market government bonds to positive vaccine news is a sign of things to come. While the introduction of effective vaccines should help drive a stronger... 2nd December 2020 · 4 mins read
Asset Allocation Update The reversal of relative fortunes within EM equities We think that the outperformance of equities in EM EMEA and Latin America relative to those in EM Asia in November is a sign of things to come, as the world recovers from COVID-19. 30th November 2020 · 4 mins read
Asset Allocation Update A fresh look at the relative performance of US equities We anticipate that MSCI’s benchmark index of mid- and large-cap equities in the US will underperform its index of those in other developed markets, as investors continue to focus more on the roll-out... 25th November 2020 · 4 mins read
Global Markets Update Contrast in Indian stocks and economy may continue Although India’s economy has struggled more than most in the COVID-19 pandemic, its equity market has performed relatively well lately. We expect the contrast between the economy and the equity market... 20th November 2020 · 4 mins read
