Our latest macroeconomic insights Asset Allocation Update EM Equities in Latam and EMEA likely to outperform Given how far they have fallen, we think EM equities in Latin America and EMEA will outperform their Asian peers once the coronavirus comes under control, even if the economic fallout in the former... 1st April 2020 · 4 mins read Global Markets Update EM currencies likely to rebound, but risks remain high While the worst may be yet to come for emerging market currencies, we expect that most will end this year stronger than they are now. 1st April 2020 · 4 mins read Global Markets Update Lower equity valuations not a source of comfort In our view, global equities are not as “cheap” as the recent falls in price/earnings ratios seem to suggest. That is because earnings expectations are likely to be revised down much further as the... 27th March 2020 · 3 mins read Global Markets Update Dollar likely to remain strong until pandemic peaks While we think that most currencies will eventually regain much of the ground that they have recently lost to the US dollar, we don’t expect that process to start until the pandemic has clearly passed... 24th March 2020 · 3 mins read Pagination Previous … Page 201 Page 202 Page 203 Page 204 Current page 205 Page 206 Page 207 Page 208 Page 209 … Next
Asset Allocation Update EM Equities in Latam and EMEA likely to outperform Given how far they have fallen, we think EM equities in Latin America and EMEA will outperform their Asian peers once the coronavirus comes under control, even if the economic fallout in the former... 1st April 2020 · 4 mins read
Global Markets Update EM currencies likely to rebound, but risks remain high While the worst may be yet to come for emerging market currencies, we expect that most will end this year stronger than they are now. 1st April 2020 · 4 mins read
Global Markets Update Lower equity valuations not a source of comfort In our view, global equities are not as “cheap” as the recent falls in price/earnings ratios seem to suggest. That is because earnings expectations are likely to be revised down much further as the... 27th March 2020 · 3 mins read
Global Markets Update Dollar likely to remain strong until pandemic peaks While we think that most currencies will eventually regain much of the ground that they have recently lost to the US dollar, we don’t expect that process to start until the pandemic has clearly passed... 24th March 2020 · 3 mins read
