Our latest macroeconomic insights Global Markets Update Revisiting our forecasts for equities With monetary policy likely to remain loose for a long time and the world’s largest economies gradually re-opening, our view remains that equity markets will continue to make ground over the coming... 11th June 2020 · 4 mins read Global Markets Update Yields more likely to fall further in EMs than DMs While sovereign bond yields in most developed markets are unlikely to reach new lows and, in our view, will stay around their current levels for some time, local-currency sovereign bond yields in some... 5th June 2020 · 5 mins read Asset Allocation Update Low inflation limits downside risks for bonds If we are right that the world faces a period of low inflation over the next few years investors are unlikely to begin anticipating tighter monetary policy and so undermine the returns from government... 5th June 2020 · 5 mins read Asset Allocation Update Volatility gauges point to more gains in S&P than USTs We anticipate that financial repression will bear down on the renewed low level of volatility of Treasuries, while facilitating a further decline in the level of volatility of US equities. Against... 29th May 2020 · 2 mins read Pagination Previous … Page 194 Page 195 Page 196 Page 197 Current page 198 Page 199 Page 200 Page 201 Page 202 … Next
Global Markets Update Revisiting our forecasts for equities With monetary policy likely to remain loose for a long time and the world’s largest economies gradually re-opening, our view remains that equity markets will continue to make ground over the coming... 11th June 2020 · 4 mins read
Global Markets Update Yields more likely to fall further in EMs than DMs While sovereign bond yields in most developed markets are unlikely to reach new lows and, in our view, will stay around their current levels for some time, local-currency sovereign bond yields in some... 5th June 2020 · 5 mins read
Asset Allocation Update Low inflation limits downside risks for bonds If we are right that the world faces a period of low inflation over the next few years investors are unlikely to begin anticipating tighter monetary policy and so undermine the returns from government... 5th June 2020 · 5 mins read
Asset Allocation Update Volatility gauges point to more gains in S&P than USTs We anticipate that financial repression will bear down on the renewed low level of volatility of Treasuries, while facilitating a further decline in the level of volatility of US equities. Against... 29th May 2020 · 2 mins read
