Our latest macroeconomic insights Global Markets Update Stronger renminbi may help other currencies in the region Despite falling back a little this week, we still expect most currencies in the Asia-Pacific region to make headway against the dollar over the next couple of years, led by a stronger renminbi. 25th September 2020 · 4 mins read Asset Allocation Update Assessing the risks posed by the Fed’s largesse We are not convinced the Fed is sowing the seeds of the next crisis by pursuing very easy monetary policy, even if this contributes to higher asset prices. Instead, history suggests the main factors... 24th September 2020 · 4 mins read Global Economics Focus Globalisation will stall in the wake of COVID-19 Global supply chains have functioned well this year despite the disruption of social distancing and lockdowns, and people in many places appear more appreciative of migrants. But the pandemic is... 22nd September 2020 · 25 mins read Global Markets Update Risks to our equity forecasts from second waves While we continue to forecast that equity markets will make further ground in the next few years, the rapid increase in COVID-19 cases in Europe poses a downside risk to our projections. 21st September 2020 · 4 mins read Pagination Previous … Page 185 Page 186 Page 187 Page 188 Current page 189 Page 190 Page 191 Page 192 Page 193 … Next
Global Markets Update Stronger renminbi may help other currencies in the region Despite falling back a little this week, we still expect most currencies in the Asia-Pacific region to make headway against the dollar over the next couple of years, led by a stronger renminbi. 25th September 2020 · 4 mins read
Asset Allocation Update Assessing the risks posed by the Fed’s largesse We are not convinced the Fed is sowing the seeds of the next crisis by pursuing very easy monetary policy, even if this contributes to higher asset prices. Instead, history suggests the main factors... 24th September 2020 · 4 mins read
Global Economics Focus Globalisation will stall in the wake of COVID-19 Global supply chains have functioned well this year despite the disruption of social distancing and lockdowns, and people in many places appear more appreciative of migrants. But the pandemic is... 22nd September 2020 · 25 mins read
Global Markets Update Risks to our equity forecasts from second waves While we continue to forecast that equity markets will make further ground in the next few years, the rapid increase in COVID-19 cases in Europe poses a downside risk to our projections. 21st September 2020 · 4 mins read
