Our latest macroeconomic insights Asset Allocation Update Low Treasury yields may help US REITs to outperform US equity real estate investment trusts (REITs) have underperformed ordinary US equities considerably in 2020 despite a plunge in US Treasury yields, which usually provides more of a boost to the... 20th November 2020 · 2 mins read Global Markets Update We expect the euro to rise further against the dollar We have revised up our forecast for the euro against the US dollar, as we expect that conditions driving the euro’s appreciation will persist over the next few years despite near-term headwinds. 20th November 2020 · 2 mins read Global Markets Update Strong ¥ may not stop Japanese equities from rising further After underperforming the MSCI USA Index for most of 2020, the MSCI Japan Index has started to outperform it in recent days. Provided COVID-19 is brought under control in most major economies, we... 19th November 2020 · 4 mins read Asset Allocation Update Valuations could work in favour of US equity REITs The relatively low valuations of US equity REITs influence our view that they will outperform ordinary US equities over the next two years or so, provided that COVID-19 is contained. 11th November 2020 · 3 mins read Pagination Previous … Page 178 Page 179 Page 180 Page 181 Current page 182 Page 183 Page 184 Page 185 Page 186 … Next
Asset Allocation Update Low Treasury yields may help US REITs to outperform US equity real estate investment trusts (REITs) have underperformed ordinary US equities considerably in 2020 despite a plunge in US Treasury yields, which usually provides more of a boost to the... 20th November 2020 · 2 mins read
Global Markets Update We expect the euro to rise further against the dollar We have revised up our forecast for the euro against the US dollar, as we expect that conditions driving the euro’s appreciation will persist over the next few years despite near-term headwinds. 20th November 2020 · 2 mins read
Global Markets Update Strong ¥ may not stop Japanese equities from rising further After underperforming the MSCI USA Index for most of 2020, the MSCI Japan Index has started to outperform it in recent days. Provided COVID-19 is brought under control in most major economies, we... 19th November 2020 · 4 mins read
Asset Allocation Update Valuations could work in favour of US equity REITs The relatively low valuations of US equity REITs influence our view that they will outperform ordinary US equities over the next two years or so, provided that COVID-19 is contained. 11th November 2020 · 3 mins read
