Our latest macroeconomic insights Global Markets Update Despite ECB, we see upside risks to our euro forecast Despite its recent rally, the euro is not particularly strong in our view, and we think that it could well rise further over the next couple of years. In view of the wider interest, we are sending... 11th September 2020 · 4 mins read Global Economics Focus Will inflation make a comeback? Although low inflation is likely to be the story over the next couple of years, the huge amount of policy stimulus could push up inflation further ahead. Central banks, in theory, have the tools to... 10th September 2020 · 27 mins read Asset Allocation Update Real yields and the $ unlikely to be the 1980s redux Although we think a further shift in real yields in the US vis-à-vis other major economies will keep the dollar under pressure, we expect the overall move to be far smaller than those of the 1980s... 4th September 2020 · 4 mins read Asset Allocation Update Short-term gain but long-term pain for energy stocks? We suspect that some of the recent underperformance of energy stocks will unwind over the next few years if, as we forecast, the prices of energy commodities grind higher. Nevertheless, we think that... 1st September 2020 · 4 mins read Pagination Previous … Page 187 Page 188 Page 189 Page 190 Current page 191 Page 192 Page 193 Page 194 Page 195 … Next
Global Markets Update Despite ECB, we see upside risks to our euro forecast Despite its recent rally, the euro is not particularly strong in our view, and we think that it could well rise further over the next couple of years. In view of the wider interest, we are sending... 11th September 2020 · 4 mins read
Global Economics Focus Will inflation make a comeback? Although low inflation is likely to be the story over the next couple of years, the huge amount of policy stimulus could push up inflation further ahead. Central banks, in theory, have the tools to... 10th September 2020 · 27 mins read
Asset Allocation Update Real yields and the $ unlikely to be the 1980s redux Although we think a further shift in real yields in the US vis-à-vis other major economies will keep the dollar under pressure, we expect the overall move to be far smaller than those of the 1980s... 4th September 2020 · 4 mins read
Asset Allocation Update Short-term gain but long-term pain for energy stocks? We suspect that some of the recent underperformance of energy stocks will unwind over the next few years if, as we forecast, the prices of energy commodities grind higher. Nevertheless, we think that... 1st September 2020 · 4 mins read
