Our latest macroeconomic insights Asset Allocation Update We think that US REITs could outperform US equities The recent underperformance of US equity REITs compared with ordinary US equities seems to reflect concerns that the coronavirus could change behaviour in a way that hits the demand for many types of... 16th July 2020 · 6 mins read Asset Allocation Update Treasuries post GFC & COVID: Spot the differences We continue to expect the 10-year conventional Treasury yield to remain firmly anchored, even as the S&P 500 rises further. This would be a marked contrast to the increase in the yield towards the end... 9th July 2020 · 4 mins read Global Markets Update Resurgent pandemic the key risk to our forecasts While we remain optimistic about the outlook for equities and other risky assets, the rapid increase in new coronavirus cases, especially in the US, poses a key downside risk to our generally... 8th July 2020 · 3 mins read Global Markets Update US corporate spreads likely to narrow further News that a major US shale oil producer filed for bankruptcy last week has raised concerns about a new wave of coronavirus-induced corporate defaults. But even if the default rate does pick up in the... 7th July 2020 · 4 mins read Pagination Previous … Page 191 Page 192 Page 193 Page 194 Current page 195 Page 196 Page 197 Page 198 Page 199 … Next
Asset Allocation Update We think that US REITs could outperform US equities The recent underperformance of US equity REITs compared with ordinary US equities seems to reflect concerns that the coronavirus could change behaviour in a way that hits the demand for many types of... 16th July 2020 · 6 mins read
Asset Allocation Update Treasuries post GFC & COVID: Spot the differences We continue to expect the 10-year conventional Treasury yield to remain firmly anchored, even as the S&P 500 rises further. This would be a marked contrast to the increase in the yield towards the end... 9th July 2020 · 4 mins read
Global Markets Update Resurgent pandemic the key risk to our forecasts While we remain optimistic about the outlook for equities and other risky assets, the rapid increase in new coronavirus cases, especially in the US, poses a key downside risk to our generally... 8th July 2020 · 3 mins read
Global Markets Update US corporate spreads likely to narrow further News that a major US shale oil producer filed for bankruptcy last week has raised concerns about a new wave of coronavirus-induced corporate defaults. But even if the default rate does pick up in the... 7th July 2020 · 4 mins read
