Our latest macroeconomic insights Global Markets Update Real rate differentials may continue to weigh on US dollar While we think that nominal interest rates and bond yields in developed markets will remain around their current ultra-low levels for some time, we think that their real counterparts will fall further... 28th August 2020 · 5 mins read Asset Allocation Update Sector performance in the next phase of coronavirus We expect some sectors of the stock market that have underperformed in coronavirus to make up ground on those that have outperformed, assuming the virus is brought under control. A notable exception... 26th August 2020 · 4 mins read Asset Allocation Update Stocks likely to beat bonds regardless of election result Political uncertainty often seems to have weighed on the performance of US equities, both in absolute terms and relative to Treasuries, before a presidential election. But another lesson from history... 20th August 2020 · 4 mins read Global Markets Update A closer look at Japanese and Swiss equities We suspect that the coronavirus-induced local-currency underperformance of MSCI’s Japan and Switzerland indices relative to its USA Index will unwind as the world slowly gets back to normal. 20th August 2020 · 4 mins read Pagination Previous … Page 188 Page 189 Page 190 Page 191 Current page 192 Page 193 Page 194 Page 195 Page 196 … Next
Global Markets Update Real rate differentials may continue to weigh on US dollar While we think that nominal interest rates and bond yields in developed markets will remain around their current ultra-low levels for some time, we think that their real counterparts will fall further... 28th August 2020 · 5 mins read
Asset Allocation Update Sector performance in the next phase of coronavirus We expect some sectors of the stock market that have underperformed in coronavirus to make up ground on those that have outperformed, assuming the virus is brought under control. A notable exception... 26th August 2020 · 4 mins read
Asset Allocation Update Stocks likely to beat bonds regardless of election result Political uncertainty often seems to have weighed on the performance of US equities, both in absolute terms and relative to Treasuries, before a presidential election. But another lesson from history... 20th August 2020 · 4 mins read
Global Markets Update A closer look at Japanese and Swiss equities We suspect that the coronavirus-induced local-currency underperformance of MSCI’s Japan and Switzerland indices relative to its USA Index will unwind as the world slowly gets back to normal. 20th August 2020 · 4 mins read
