Our latest macroeconomic insights Asset Allocation Update Equities versus bonds in different inflation scenarios Although we forecast a correction in the US stock market later this year, we think it will outperform Treasuries by a large margin in 2020-21. This view rests on an assumption that inflation will... 30th September 2019 · 3 mins read Global Markets Update Difficult to see US earnings living up to expectations Investors’ continued optimism about corporate earnings in the US is hard to square with our view that economic growth there and in the rest of the world will remain weak. That is the key reason why we... 27th September 2019 · 3 mins read Global Markets Update Revising up our forecasts for Indian equities We have revised up our forecasts for India’s Sensex equity index following the corporate tax reform there. And more generally, we expect it to be one of the best performers among EM stock markets over... 27th September 2019 · 3 mins read Global Markets Update EM local currency bonds likely to struggle from here The combination of a broad-based easing cycle in emerging markets and strong demand for risky assets has pushed local currency emerging market (EM) sovereign yields down sharply in 2019. However, we... 25th September 2019 · 3 mins read Pagination Previous … Page 219 Page 220 Page 221 Page 222 Current page 223 Page 224 Page 225 Page 226 Page 227 … Next
Asset Allocation Update Equities versus bonds in different inflation scenarios Although we forecast a correction in the US stock market later this year, we think it will outperform Treasuries by a large margin in 2020-21. This view rests on an assumption that inflation will... 30th September 2019 · 3 mins read
Global Markets Update Difficult to see US earnings living up to expectations Investors’ continued optimism about corporate earnings in the US is hard to square with our view that economic growth there and in the rest of the world will remain weak. That is the key reason why we... 27th September 2019 · 3 mins read
Global Markets Update Revising up our forecasts for Indian equities We have revised up our forecasts for India’s Sensex equity index following the corporate tax reform there. And more generally, we expect it to be one of the best performers among EM stock markets over... 27th September 2019 · 3 mins read
Global Markets Update EM local currency bonds likely to struggle from here The combination of a broad-based easing cycle in emerging markets and strong demand for risky assets has pushed local currency emerging market (EM) sovereign yields down sharply in 2019. However, we... 25th September 2019 · 3 mins read
