Our latest macroeconomic insights Global Markets Update What are the precedents for a Labour win next week? A surprise win for Labour at Thursday’s election could be a major shock to UK equity markets. There are few recent examples of an unexpected sharp left-ward political turn in a developed economy. But... 6th December 2019 · 4 mins read Asset Allocation Update Examining the case for euro-zone equities Our baseline assumption is that the returns in common currency from mid- and large-cap equities will be similar in the euro-zone and the US in 2020, after a decade in which those in the US have... 4th December 2019 · 5 mins read Global Markets Update DM stocks exposed to China likely to keep struggling Given our pessimistic view of China’s economy and the trade war, we think that the underperformance of developed market (DM) companies exposed to China will continue. Admittedly, the MSCI index that... 4th December 2019 · 3 mins read Global Economics Focus Combatting global warming needn’t hold back global growth We do not believe that there has to be a trade-off between preventing global warming and achieving economic growth. Even so, there is a clear risk that the world fails to prevent a significant further... 3rd December 2019 · 28 mins read Pagination Previous … Page 210 Page 211 Page 212 Page 213 Current page 214 Page 215 Page 216 Page 217 Page 218 … Next
Global Markets Update What are the precedents for a Labour win next week? A surprise win for Labour at Thursday’s election could be a major shock to UK equity markets. There are few recent examples of an unexpected sharp left-ward political turn in a developed economy. But... 6th December 2019 · 4 mins read
Asset Allocation Update Examining the case for euro-zone equities Our baseline assumption is that the returns in common currency from mid- and large-cap equities will be similar in the euro-zone and the US in 2020, after a decade in which those in the US have... 4th December 2019 · 5 mins read
Global Markets Update DM stocks exposed to China likely to keep struggling Given our pessimistic view of China’s economy and the trade war, we think that the underperformance of developed market (DM) companies exposed to China will continue. Admittedly, the MSCI index that... 4th December 2019 · 3 mins read
Global Economics Focus Combatting global warming needn’t hold back global growth We do not believe that there has to be a trade-off between preventing global warming and achieving economic growth. Even so, there is a clear risk that the world fails to prevent a significant further... 3rd December 2019 · 28 mins read
