Our latest macroeconomic insights Global Markets Update We expect only a small rebound in safe bond yields If, as we expect, the global economy starts to recover in the second half of the year, the yields of core government bonds are likely to rebound a bit further. But we think that weak inflation and... 9th April 2020 · 4 mins read Global Markets Update Falling EPS shouldn’t stop EM equities from rebounding We think that the earnings of firms in the MSCI EM Index will fall sharply this year as the coronavirus pandemic reduces world trade by a fifth and commodity prices only recover slightly. But with... 8th April 2020 · 3 mins read Asset Allocation Update Energy commodities unlikely to outperform equities Although energy commodities have substantially underperformed global equities in recent months, we think that the returns from both will be broadly similar over the remainder of 2020 if, as we expect... 8th April 2020 · 4 mins read Asset Allocation Update Commercial property likely to avoid the rout in REITs Although real estate investment trusts (REITs) were clobbered during the recent market turmoil, their performance over short periods is often comparable to that of equites, which were also hammered... 8th April 2020 · 3 mins read Pagination Previous … Page 199 Page 200 Page 201 Page 202 Current page 203 Page 204 Page 205 Page 206 Page 207 … Next
Global Markets Update We expect only a small rebound in safe bond yields If, as we expect, the global economy starts to recover in the second half of the year, the yields of core government bonds are likely to rebound a bit further. But we think that weak inflation and... 9th April 2020 · 4 mins read
Global Markets Update Falling EPS shouldn’t stop EM equities from rebounding We think that the earnings of firms in the MSCI EM Index will fall sharply this year as the coronavirus pandemic reduces world trade by a fifth and commodity prices only recover slightly. But with... 8th April 2020 · 3 mins read
Asset Allocation Update Energy commodities unlikely to outperform equities Although energy commodities have substantially underperformed global equities in recent months, we think that the returns from both will be broadly similar over the remainder of 2020 if, as we expect... 8th April 2020 · 4 mins read
Asset Allocation Update Commercial property likely to avoid the rout in REITs Although real estate investment trusts (REITs) were clobbered during the recent market turmoil, their performance over short periods is often comparable to that of equites, which were also hammered... 8th April 2020 · 3 mins read
