Our latest macroeconomic insights Global Markets Update Trade deal unlikely to provide more upside for equities Optimism about trade has been a factor behind the rally in global equities in the past month. But with a “mini-deal” now largely discounted in the markets, and economic growth unlikely to do better... 19th November 2019 · 3 mins read Asset Allocation Update Relative equity valuations – mind the gap One reason to think that the relentless outperformance of the US stock market since the Global Financial Crisis (GFC) will not continue for another decade is its valuation, which has become... 15th November 2019 · 5 mins read Global Markets Update Low VIX doesn’t have to spell trouble for US equities Although volatility in the US stock market is expected to remain very low, we don’t think that this is a worrying sign that investors are being complacent. That is because big stock market corrections... 15th November 2019 · 3 mins read Global Markets Update South African bonds and the rand likely to sell-off The loss of the South African government’s final investment grade credit rating is already largely priced in, but there are still reasons to be downbeat on the country’s government bonds, and the rand... 11th November 2019 · 3 mins read Pagination Previous … Page 212 Page 213 Page 214 Page 215 Current page 216 Page 217 Page 218 Page 219 Page 220 … Next
Global Markets Update Trade deal unlikely to provide more upside for equities Optimism about trade has been a factor behind the rally in global equities in the past month. But with a “mini-deal” now largely discounted in the markets, and economic growth unlikely to do better... 19th November 2019 · 3 mins read
Asset Allocation Update Relative equity valuations – mind the gap One reason to think that the relentless outperformance of the US stock market since the Global Financial Crisis (GFC) will not continue for another decade is its valuation, which has become... 15th November 2019 · 5 mins read
Global Markets Update Low VIX doesn’t have to spell trouble for US equities Although volatility in the US stock market is expected to remain very low, we don’t think that this is a worrying sign that investors are being complacent. That is because big stock market corrections... 15th November 2019 · 3 mins read
Global Markets Update South African bonds and the rand likely to sell-off The loss of the South African government’s final investment grade credit rating is already largely priced in, but there are still reasons to be downbeat on the country’s government bonds, and the rand... 11th November 2019 · 3 mins read
