Our latest macroeconomic insights Global Markets Update Brazilian stocks may do well despite fiscal drama It is looking increasingly likely that the Brazilian government will violate its constitutional spending cap, or at least the spirit of it. While this could lead to some ructions in the real and... 28th October 2020 · 3 mins read Asset Allocation Update How would TIPS fare if US inflation surged? We expect TIPS to continue to perform quite well, and better than conventional Treasuries, in the next few years. But we see a risk of higher inflation thereafter. That would, however, probably only... 28th October 2020 · 5 mins read Asset Allocation Update We expect EM equity outperformance in Asia to end We think that MSCI’s indices of emerging market equities in Latin America and EMEA will reverse some of their recent underperformance relative to the MSCI EM Asia index over the next few years, just... 26th October 2020 · 4 mins read Global Markets Update We doubt the 10-year Bund yield will fall further We are sticking to our forecast that the 10-year German government bond (Bund) yield will end this year at around -0.50%, even though it has recently fallen through this level following a renewed... 22nd October 2020 · 4 mins read Pagination Previous … Page 181 Page 182 Page 183 Page 184 Current page 185 Page 186 Page 187 Page 188 Page 189 … Next
Global Markets Update Brazilian stocks may do well despite fiscal drama It is looking increasingly likely that the Brazilian government will violate its constitutional spending cap, or at least the spirit of it. While this could lead to some ructions in the real and... 28th October 2020 · 3 mins read
Asset Allocation Update How would TIPS fare if US inflation surged? We expect TIPS to continue to perform quite well, and better than conventional Treasuries, in the next few years. But we see a risk of higher inflation thereafter. That would, however, probably only... 28th October 2020 · 5 mins read
Asset Allocation Update We expect EM equity outperformance in Asia to end We think that MSCI’s indices of emerging market equities in Latin America and EMEA will reverse some of their recent underperformance relative to the MSCI EM Asia index over the next few years, just... 26th October 2020 · 4 mins read
Global Markets Update We doubt the 10-year Bund yield will fall further We are sticking to our forecast that the 10-year German government bond (Bund) yield will end this year at around -0.50%, even though it has recently fallen through this level following a renewed... 22nd October 2020 · 4 mins read
