Our latest macroeconomic insights Global Markets Update We don’t think that the dollar is especially overvalued Despite President Trump’s frequent complaints about the strength of the dollar, its valuation is not especially high in our view and is unlikely to prevent it from rising further in the next couple of... 2nd December 2019 · 3 mins read Global Markets Update Swiss & Swedish govt. bond yields likely to drop back We doubt that the global pick-up in government bond yields will resume anytime soon, so domestic monetary policy is likely to be the key driver of bonds in Switzerland and the Nordics. With that in... 25th November 2019 · 3 mins read Global Markets Update UK shareholders should worry about a Labour win The Labour Party’s manifesto contains several measures which, if implemented, would have a significant negative effect on UK equites. A surprise Labour win could send UK equities tumbling, despite a... 22nd November 2019 · 3 mins read Global Markets Update US Treasury yields likely to stay low US Treasury yields have rebounded over the past few weeks, as worries about the US-China trade war and the outlook for the global economy have eased somewhat. But while we don’t expect them to revisit... 20th November 2019 · 3 mins read Pagination Previous … Page 211 Page 212 Page 213 Page 214 Current page 215 Page 216 Page 217 Page 218 Page 219 … Next
Global Markets Update We don’t think that the dollar is especially overvalued Despite President Trump’s frequent complaints about the strength of the dollar, its valuation is not especially high in our view and is unlikely to prevent it from rising further in the next couple of... 2nd December 2019 · 3 mins read
Global Markets Update Swiss & Swedish govt. bond yields likely to drop back We doubt that the global pick-up in government bond yields will resume anytime soon, so domestic monetary policy is likely to be the key driver of bonds in Switzerland and the Nordics. With that in... 25th November 2019 · 3 mins read
Global Markets Update UK shareholders should worry about a Labour win The Labour Party’s manifesto contains several measures which, if implemented, would have a significant negative effect on UK equites. A surprise Labour win could send UK equities tumbling, despite a... 22nd November 2019 · 3 mins read
Global Markets Update US Treasury yields likely to stay low US Treasury yields have rebounded over the past few weeks, as worries about the US-China trade war and the outlook for the global economy have eased somewhat. But while we don’t expect them to revisit... 20th November 2019 · 3 mins read
