Our latest macroeconomic insights Global Markets Update Best-performing EM equities unlikely to stay on top We think that the best-performing countries in the MSCI EM Index so far this year will end up nearer the bottom of the class over the rest of 2019. That is because we expect the key factors driving... 5th April 2019 · 1 min read Global Markets Update Faltering earnings likely to take a toll on the S&P 500 Our downbeat view of the US economy is at odds with analysts’ upbeat assessment of S&P 500 earnings per share (EPS). This is a key reason why we forecast that the index will drop back sharply later... 4th April 2019 · 1 min read Global Markets Update We expect the Loonie, Aussie & Kiwi to fall this year While we think that interest rates will be cut in Canada, Australia and New Zealand over the next couple of years, we suspect that this will be more of a boost to their government bonds than a drag on... 2nd April 2019 · 1 min read Global Economics Focus How will the rest of the world cope with 2% growth in China? Contrary to the mainstream view that China will keep growing at fairly rapid rates, we expect GDP growth there to slow to 2% by 2030. This slowdown need not in itself be bad for the rest of the world... 2nd April 2019 · 1 min read Pagination Previous … Page 232 Page 233 Page 234 Page 235 Current page 236 Page 237 Page 238 Page 239 Page 240 … Next
Global Markets Update Best-performing EM equities unlikely to stay on top We think that the best-performing countries in the MSCI EM Index so far this year will end up nearer the bottom of the class over the rest of 2019. That is because we expect the key factors driving... 5th April 2019 · 1 min read
Global Markets Update Faltering earnings likely to take a toll on the S&P 500 Our downbeat view of the US economy is at odds with analysts’ upbeat assessment of S&P 500 earnings per share (EPS). This is a key reason why we forecast that the index will drop back sharply later... 4th April 2019 · 1 min read
Global Markets Update We expect the Loonie, Aussie & Kiwi to fall this year While we think that interest rates will be cut in Canada, Australia and New Zealand over the next couple of years, we suspect that this will be more of a boost to their government bonds than a drag on... 2nd April 2019 · 1 min read
Global Economics Focus How will the rest of the world cope with 2% growth in China? Contrary to the mainstream view that China will keep growing at fairly rapid rates, we expect GDP growth there to slow to 2% by 2030. This slowdown need not in itself be bad for the rest of the world... 2nd April 2019 · 1 min read
