Our latest macroeconomic insights Global Markets Update Bank equities may be on the road to nowhere We suspect that banks’ share prices will rebound a bit from here, after falling a long way. Nonetheless, we don’t think that banks will outperform other sectors significantly, or for long, even if the... 23rd April 2020 · 4 mins read Asset Allocation Update We doubt that gold will continue to outperform While gold has rallied over the past month, we don’t think that it will continue to outperform most other asset classes in the way that it did in the aftermath of the Global Financial Crisis (GFC). On... 22nd April 2020 · 4 mins read Asset Allocation Update S&P’s outperformance may endure if big remains best The S&P 500’s outperformance of many benchmark indices outside the US since the outbreak of coronavirus may not be surprising, given that it was also a salient feature of much of the previous decade... 17th April 2020 · 3 mins read Global Markets Update EM currency recovery unlikely to match 2009-10 We continue to think that most EM currencies will end the year higher than their current levels, even if they face further turbulence. But we don’t expect them to recover as strongly as they did after... 17th April 2020 · 4 mins read Pagination Previous … Page 198 Page 199 Page 200 Page 201 Current page 202 Page 203 Page 204 Page 205 Page 206 … Next
Global Markets Update Bank equities may be on the road to nowhere We suspect that banks’ share prices will rebound a bit from here, after falling a long way. Nonetheless, we don’t think that banks will outperform other sectors significantly, or for long, even if the... 23rd April 2020 · 4 mins read
Asset Allocation Update We doubt that gold will continue to outperform While gold has rallied over the past month, we don’t think that it will continue to outperform most other asset classes in the way that it did in the aftermath of the Global Financial Crisis (GFC). On... 22nd April 2020 · 4 mins read
Asset Allocation Update S&P’s outperformance may endure if big remains best The S&P 500’s outperformance of many benchmark indices outside the US since the outbreak of coronavirus may not be surprising, given that it was also a salient feature of much of the previous decade... 17th April 2020 · 3 mins read
Global Markets Update EM currency recovery unlikely to match 2009-10 We continue to think that most EM currencies will end the year higher than their current levels, even if they face further turbulence. But we don’t expect them to recover as strongly as they did after... 17th April 2020 · 4 mins read
