Our latest macroeconomic insights Global Markets Update Bleak outlook for Japanese equities Equities in Japan have underperformed those in other major developed markets since the start of 2018, owing to a stronger yen and weaker corporate earnings in particular. We expect this... 29th May 2019 · 1 min read Global Markets Update EM sovereign dollar bonds not all in the same boat We think that EM sovereign dollar bonds will generally fare badly in 2019. But their correlations with US equities and Treasuries suggest that they will hold up better in parts of Asia and Latin... 24th May 2019 · 1 min read Global Markets Update Relentless outperformance of US equities likely to end The far superior performance of equities in the US than in the rest of the developed world since the global financial crisis (GFC) can be mostly attributed to healthier growth in corporate earnings... 24th May 2019 · 1 min read Global Markets Update Divergence in E-Z peripheral bonds likely to continue The yield of 10-year government bonds in Italy has moved in the opposite direction to the yields of 10-year government bonds in Spain and Portugal recently. While we don’t expect that to continue, we... 23rd May 2019 · 1 min read Pagination Previous … Page 228 Page 229 Page 230 Page 231 Current page 232 Page 233 Page 234 Page 235 Page 236 … Next
Global Markets Update Bleak outlook for Japanese equities Equities in Japan have underperformed those in other major developed markets since the start of 2018, owing to a stronger yen and weaker corporate earnings in particular. We expect this... 29th May 2019 · 1 min read
Global Markets Update EM sovereign dollar bonds not all in the same boat We think that EM sovereign dollar bonds will generally fare badly in 2019. But their correlations with US equities and Treasuries suggest that they will hold up better in parts of Asia and Latin... 24th May 2019 · 1 min read
Global Markets Update Relentless outperformance of US equities likely to end The far superior performance of equities in the US than in the rest of the developed world since the global financial crisis (GFC) can be mostly attributed to healthier growth in corporate earnings... 24th May 2019 · 1 min read
Global Markets Update Divergence in E-Z peripheral bonds likely to continue The yield of 10-year government bonds in Italy has moved in the opposite direction to the yields of 10-year government bonds in Spain and Portugal recently. While we don’t expect that to continue, we... 23rd May 2019 · 1 min read
