Our latest macroeconomic insights Global Markets Update We think the US dollar’s strength will end soon Although uncertainty about the post-virus prospects for the global economy should continue to support the US dollar, we think that the ongoing recovery in risky assets and the fall in US interest... 19th May 2020 · 4 mins read Global Markets Update Road ahead for automakers’ shares likely to remain bumpy We don’t think that the recent outperformance of automakers’ equities will continue, even if the global economy starts to recover and equity markets recoup more of their coronavirus-induced losses. 15th May 2020 · 3 mins read Asset Allocation Update Some surprising factors at work in the US stock market The recent performance of different “factors” in the US stock market may seem surprising during the outbreak of coronavirus, given the adverse implications for the economy of the measures taken to... 12th May 2020 · 3 mins read Global Markets Update Equities in LatAm and EMEA may soon start outperforming Even though some economies in Latin America and EMEA are still struggling to contain coronavirus outbreaks and are likely to recover only slowly afterwards, we doubt that their equities will continue... 5th May 2020 · 4 mins read Pagination Previous … Page 196 Page 197 Page 198 Page 199 Current page 200 Page 201 Page 202 Page 203 Page 204 … Next
Global Markets Update We think the US dollar’s strength will end soon Although uncertainty about the post-virus prospects for the global economy should continue to support the US dollar, we think that the ongoing recovery in risky assets and the fall in US interest... 19th May 2020 · 4 mins read
Global Markets Update Road ahead for automakers’ shares likely to remain bumpy We don’t think that the recent outperformance of automakers’ equities will continue, even if the global economy starts to recover and equity markets recoup more of their coronavirus-induced losses. 15th May 2020 · 3 mins read
Asset Allocation Update Some surprising factors at work in the US stock market The recent performance of different “factors” in the US stock market may seem surprising during the outbreak of coronavirus, given the adverse implications for the economy of the measures taken to... 12th May 2020 · 3 mins read
Global Markets Update Equities in LatAm and EMEA may soon start outperforming Even though some economies in Latin America and EMEA are still struggling to contain coronavirus outbreaks and are likely to recover only slowly afterwards, we doubt that their equities will continue... 5th May 2020 · 4 mins read
