Our latest macroeconomic insights Global Economics Focus A new era of financial repression Financial repression – defined in the current context as measures that artificially lower the cost of government borrowing – will become an increasingly used tool to cope with higher public sector... 10th November 2020 · 23 mins read Global Markets Update Bonds and equities post US elections: 2016 vs. 2020 While there could still be more twists and turns to come after this week’s elections in the US, in general we expect equities there to outperform Treasuries between voting day and the end of 2022. 6th November 2020 · 4 mins read Asset Allocation Update Bonds and equities post US elections: 2016 vs. 2020 While there could still be more twists and turns to come after this week’s elections in the US, in general we expect equities there to outperform Treasuries between voting day and the end of 2022. 6th November 2020 · 4 mins read Asset Allocation Update Uncertain election outcome leaves markets in limbo While the final results are yet to be determined, whoever wins the US presidency probably faces continued gridlock in Congress. That may explain why the moves in markets overall so far have been... 4th November 2020 · 4 mins read Pagination Previous … Page 179 Page 180 Page 181 Page 182 Current page 183 Page 184 Page 185 Page 186 Page 187 … Next
Global Economics Focus A new era of financial repression Financial repression – defined in the current context as measures that artificially lower the cost of government borrowing – will become an increasingly used tool to cope with higher public sector... 10th November 2020 · 23 mins read
Global Markets Update Bonds and equities post US elections: 2016 vs. 2020 While there could still be more twists and turns to come after this week’s elections in the US, in general we expect equities there to outperform Treasuries between voting day and the end of 2022. 6th November 2020 · 4 mins read
Asset Allocation Update Bonds and equities post US elections: 2016 vs. 2020 While there could still be more twists and turns to come after this week’s elections in the US, in general we expect equities there to outperform Treasuries between voting day and the end of 2022. 6th November 2020 · 4 mins read
Asset Allocation Update Uncertain election outcome leaves markets in limbo While the final results are yet to be determined, whoever wins the US presidency probably faces continued gridlock in Congress. That may explain why the moves in markets overall so far have been... 4th November 2020 · 4 mins read
