Our latest macroeconomic insights Global Markets Update Outlook for EM Asian equities grim, regardless of virus We wouldn’t be surprised if the recent recovery of EM equities continued over the coming weeks, with the stock markets of those countries that fell furthest following the outbreak of the coronavirus... 6th February 2020 · 2 mins read Asset Allocation Update Poor returns likely from US corporate bonds & stocks We think that the returns from US corporate bonds and equities will be nowhere near as good in 2020 as they were in 2019, given the outlook for Treasury yields, credit spreads, and corporate earnings. 3rd February 2020 · 2 mins read Global Markets Update Politics unlikely to prevent a drop in EZ bond yields Although there remains significant political uncertainty in many euro-zone countries, we doubt that this will prevent most government bond yields from falling a bit further this year. 3rd February 2020 · 6 mins read Global Markets Update Coronavirus impact on bonds yields may not last The market impact of the coronavirus outbreak in China has escalated over recent days, and increasingly resembles last year’s trade-war-driven turmoil in May and August. But unless the fallout from... 31st January 2020 · 3 mins read Pagination Previous … Page 207 Page 208 Page 209 Page 210 Current page 211 Page 212 Page 213 Page 214 Page 215 … Next
Global Markets Update Outlook for EM Asian equities grim, regardless of virus We wouldn’t be surprised if the recent recovery of EM equities continued over the coming weeks, with the stock markets of those countries that fell furthest following the outbreak of the coronavirus... 6th February 2020 · 2 mins read
Asset Allocation Update Poor returns likely from US corporate bonds & stocks We think that the returns from US corporate bonds and equities will be nowhere near as good in 2020 as they were in 2019, given the outlook for Treasury yields, credit spreads, and corporate earnings. 3rd February 2020 · 2 mins read
Global Markets Update Politics unlikely to prevent a drop in EZ bond yields Although there remains significant political uncertainty in many euro-zone countries, we doubt that this will prevent most government bond yields from falling a bit further this year. 3rd February 2020 · 6 mins read
Global Markets Update Coronavirus impact on bonds yields may not last The market impact of the coronavirus outbreak in China has escalated over recent days, and increasingly resembles last year’s trade-war-driven turmoil in May and August. But unless the fallout from... 31st January 2020 · 3 mins read
