Our latest macroeconomic insights Global Markets Update Rumours of the dollar’s demise are greatly exaggerated While we think the US dollar will weaken a bit further this year, suggestions that its role as the world’s primary reserve currency is in jeopardy are wide of the mark in our view. 19th August 2020 · 5 mins read Global Markets Update “Core” bond yields likely to remain even lower for longer Although we still think that “risky” assets will make further ground between now and the end of 2022, we no longer expect “safe” government bond yields to rise. We have also become more positive on... 12th August 2020 · 4 mins read Asset Allocation Update The possible winners and losers from Biden’s tax plans While Joe Biden has said that he would clamp down on the US companies, particularly in the technology, pharmaceutical and biotech industries, who book much of their earnings in tax havens, we think... 12th August 2020 · 6 mins read Global Markets Update The market implications of financial repression in EMs Policymakers in a few emerging markets have turned to unconventional monetary policies to combat the economic fallout from the coronavirus pandemic, and some may go further into outright financial... 31st July 2020 · 4 mins read Pagination Previous … Page 189 Page 190 Page 191 Page 192 Current page 193 Page 194 Page 195 Page 196 Page 197 … Next
Global Markets Update Rumours of the dollar’s demise are greatly exaggerated While we think the US dollar will weaken a bit further this year, suggestions that its role as the world’s primary reserve currency is in jeopardy are wide of the mark in our view. 19th August 2020 · 5 mins read
Global Markets Update “Core” bond yields likely to remain even lower for longer Although we still think that “risky” assets will make further ground between now and the end of 2022, we no longer expect “safe” government bond yields to rise. We have also become more positive on... 12th August 2020 · 4 mins read
Asset Allocation Update The possible winners and losers from Biden’s tax plans While Joe Biden has said that he would clamp down on the US companies, particularly in the technology, pharmaceutical and biotech industries, who book much of their earnings in tax havens, we think... 12th August 2020 · 6 mins read
Global Markets Update The market implications of financial repression in EMs Policymakers in a few emerging markets have turned to unconventional monetary policies to combat the economic fallout from the coronavirus pandemic, and some may go further into outright financial... 31st July 2020 · 4 mins read
