Our latest macroeconomic insights Global Markets Update Taking stock of recent moves in bonds & currencies We think that the recent rebound in the yields of many developed and emerging market government bonds will generally continue in the rest of this year, if the coronavirus epidemic is contained. By... 13th February 2020 · 4 mins read Asset Allocation Update The sun may yet rise on Japan’s stock market Although Japan’s stock market has persistently underperformed its US counterpart since the financial crisis, there are several reasons why it may not continue to lag during the rest of this year and... 13th February 2020 · 2 mins read Global Markets Update Epidemic not the only cloud over Chinese markets While Chinese equities and bond yields might return to their levels of early-January if the coronavirus epidemic is contained, our bearish view of China’s economy suggests to us that they and the... 11th February 2020 · 3 mins read Global Markets Update Sanders’ surge could be bad news for US equities Bernie Sanders is still a long way from the White House, but several of his policies look very negative for US equities. If his support continues to climb that could start to weigh on the US stock... 7th February 2020 · 3 mins read Pagination Previous … Page 206 Page 207 Page 208 Page 209 Current page 210 Page 211 Page 212 Page 213 Page 214 … Next
Global Markets Update Taking stock of recent moves in bonds & currencies We think that the recent rebound in the yields of many developed and emerging market government bonds will generally continue in the rest of this year, if the coronavirus epidemic is contained. By... 13th February 2020 · 4 mins read
Asset Allocation Update The sun may yet rise on Japan’s stock market Although Japan’s stock market has persistently underperformed its US counterpart since the financial crisis, there are several reasons why it may not continue to lag during the rest of this year and... 13th February 2020 · 2 mins read
Global Markets Update Epidemic not the only cloud over Chinese markets While Chinese equities and bond yields might return to their levels of early-January if the coronavirus epidemic is contained, our bearish view of China’s economy suggests to us that they and the... 11th February 2020 · 3 mins read
Global Markets Update Sanders’ surge could be bad news for US equities Bernie Sanders is still a long way from the White House, but several of his policies look very negative for US equities. If his support continues to climb that could start to weigh on the US stock... 7th February 2020 · 3 mins read
