Our latest macroeconomic insights Global Markets Update EM ex-Asia equity valuations starting to look attractive Although the valuation of the overall MSCI Emerging Markets (EM) Index is not unusually low, EM equities outside Asia and in some “cyclical” sectors now appear quite attractively valued by past... 7th April 2020 · 3 mins read Global Markets Update Hit to corporate earnings could be bigger than in GFC Although analysts’ expectations for corporate earnings have been revised down quite significantly since the coronavirus began to spread around the world, stock prices suggest that investors are braced... 2nd April 2020 · 3 mins read Global Markets Update ECB likely to drive peripheral spreads lower this year We forecast that the credit spreads of euro-zone peripheral bonds will fall back further this year and remain low in 2021 thanks to unwavering support from the ECB. But public finances will be... 2nd April 2020 · 3 mins read Global Markets Update US equities likely to rebound before recession ends While the coronavirus epidemic will probably weigh on the US economy much beyond the end of this year, we suspect that the S&P 500 will start recovering in the second half of 2020. 1st April 2020 · 3 mins read Pagination Previous … Page 200 Page 201 Page 202 Page 203 Current page 204 Page 205 Page 206 Page 207 Page 208 … Next
Global Markets Update EM ex-Asia equity valuations starting to look attractive Although the valuation of the overall MSCI Emerging Markets (EM) Index is not unusually low, EM equities outside Asia and in some “cyclical” sectors now appear quite attractively valued by past... 7th April 2020 · 3 mins read
Global Markets Update Hit to corporate earnings could be bigger than in GFC Although analysts’ expectations for corporate earnings have been revised down quite significantly since the coronavirus began to spread around the world, stock prices suggest that investors are braced... 2nd April 2020 · 3 mins read
Global Markets Update ECB likely to drive peripheral spreads lower this year We forecast that the credit spreads of euro-zone peripheral bonds will fall back further this year and remain low in 2021 thanks to unwavering support from the ECB. But public finances will be... 2nd April 2020 · 3 mins read
Global Markets Update US equities likely to rebound before recession ends While the coronavirus epidemic will probably weigh on the US economy much beyond the end of this year, we suspect that the S&P 500 will start recovering in the second half of 2020. 1st April 2020 · 3 mins read
