Our latest macroeconomic insights Global Markets Update Record-low inflation compensation unlikely to persist Though government bond yields have rebounded over the past week, inflation compensation remains near record lows in the US and the euro-zone. In our view, this is unlikely to persist, especially in... 17th October 2019 · 3 mins read Asset Allocation Update In search of a return from DM government bonds We think that local-currency and USD-hedged returns from developed market government bonds will generally be poor through the end of 2020, but that USD-unhedged returns will be positive next year. 15th October 2019 · 5 mins read Global Markets Update Weak earnings might spark a sharp fall in US equities The corporate earnings season starting this week in the US could provide the trigger for the drop in the S&P 500 that we forecast to happen this year. Indeed, we think that earnings will disappoint... 15th October 2019 · 3 mins read Global Economics Focus Does globalisation have a future? Globalisation has peaked, with any further major integration unlikely. In fact, a policy-driven period of de-globalisation is increasingly likely. 15th October 2019 · 32 mins read Pagination Previous … Page 216 Page 217 Page 218 Page 219 Current page 220 Page 221 Page 222 Page 223 Page 224 … Next
Global Markets Update Record-low inflation compensation unlikely to persist Though government bond yields have rebounded over the past week, inflation compensation remains near record lows in the US and the euro-zone. In our view, this is unlikely to persist, especially in... 17th October 2019 · 3 mins read
Asset Allocation Update In search of a return from DM government bonds We think that local-currency and USD-hedged returns from developed market government bonds will generally be poor through the end of 2020, but that USD-unhedged returns will be positive next year. 15th October 2019 · 5 mins read
Global Markets Update Weak earnings might spark a sharp fall in US equities The corporate earnings season starting this week in the US could provide the trigger for the drop in the S&P 500 that we forecast to happen this year. Indeed, we think that earnings will disappoint... 15th October 2019 · 3 mins read
Global Economics Focus Does globalisation have a future? Globalisation has peaked, with any further major integration unlikely. In fact, a policy-driven period of de-globalisation is increasingly likely. 15th October 2019 · 32 mins read
