Our latest macroeconomic insights Global Markets Update A Conservative election win could boost UK equities If the Conservative Party wins an outright majority in the upcoming general election on 12th December, as polls suggest is the most likely outcome, there is potentially significant upside for UK... 8th November 2019 · 3 mins read Global Markets Update Politics likely to burden Spain’s assets beyond election Polls suggest that the general election in Spain this weekend will not end the political deadlock there. That is the key reason why, despite brighter growth prospects, we doubt that bonds and equities... 7th November 2019 · 3 mins read Global Markets Update What QE would mean for Australia’s financial assets Against a backdrop of stubbornly-low inflation and rising unemployment, we now think that the RBA will launch quantitative easing (QE) in 2020. Here, we consider the implications for Australia’s... 7th November 2019 · 3 mins read Asset Allocation Update US equities appear better value than corporate bonds One reason to think that US equities will outperform US corporate bonds over the next couple of years is a larger-than-average wedge between their valuations. 5th November 2019 · 3 mins read Pagination Previous … Page 213 Page 214 Page 215 Page 216 Current page 217 Page 218 Page 219 Page 220 Page 221 … Next
Global Markets Update A Conservative election win could boost UK equities If the Conservative Party wins an outright majority in the upcoming general election on 12th December, as polls suggest is the most likely outcome, there is potentially significant upside for UK... 8th November 2019 · 3 mins read
Global Markets Update Politics likely to burden Spain’s assets beyond election Polls suggest that the general election in Spain this weekend will not end the political deadlock there. That is the key reason why, despite brighter growth prospects, we doubt that bonds and equities... 7th November 2019 · 3 mins read
Global Markets Update What QE would mean for Australia’s financial assets Against a backdrop of stubbornly-low inflation and rising unemployment, we now think that the RBA will launch quantitative easing (QE) in 2020. Here, we consider the implications for Australia’s... 7th November 2019 · 3 mins read
Asset Allocation Update US equities appear better value than corporate bonds One reason to think that US equities will outperform US corporate bonds over the next couple of years is a larger-than-average wedge between their valuations. 5th November 2019 · 3 mins read
