Our latest macroeconomic insights Global Markets Update We expect EM equities to fall further As the outlook for the global economy continues to worsen, we expect risky assets generally to struggle over coming months and emerging market equities to fall further. East Asian markets are likely... 11th October 2019 · 3 mins read Global Markets Update Portugal/Spain spread won’t fall further in our view The yield of 10-year government bonds in Portugal has fallen below that of their counterparts in Spain this week after Portugal’s Socialist Party retained power in Sunday’s legislative elections... 11th October 2019 · 3 mins read Global Economics Focus Globalisation and its effects on the world economy We estimate that the current wave of globalisation is responsible for around a third of the pick-up in global per capita income growth since 1990. Almost all of that reflects an improvement in... 10th October 2019 · 22 mins read Asset Allocation Update REITs’ outperformance of equities likely to end soon Although US equity REITs still have comparatively high yields and low valuations, as well as solid fundamentals, we think that their outperformance of US equities will end given the outlook for... 9th October 2019 · 5 mins read Pagination Previous … Page 217 Page 218 Page 219 Page 220 Current page 221 Page 222 Page 223 Page 224 Page 225 … Next
Global Markets Update We expect EM equities to fall further As the outlook for the global economy continues to worsen, we expect risky assets generally to struggle over coming months and emerging market equities to fall further. East Asian markets are likely... 11th October 2019 · 3 mins read
Global Markets Update Portugal/Spain spread won’t fall further in our view The yield of 10-year government bonds in Portugal has fallen below that of their counterparts in Spain this week after Portugal’s Socialist Party retained power in Sunday’s legislative elections... 11th October 2019 · 3 mins read
Global Economics Focus Globalisation and its effects on the world economy We estimate that the current wave of globalisation is responsible for around a third of the pick-up in global per capita income growth since 1990. Almost all of that reflects an improvement in... 10th October 2019 · 22 mins read
Asset Allocation Update REITs’ outperformance of equities likely to end soon Although US equity REITs still have comparatively high yields and low valuations, as well as solid fundamentals, we think that their outperformance of US equities will end given the outlook for... 9th October 2019 · 5 mins read
