Our latest macroeconomic insights Global Markets Update Why we’re sticking to our guns on EM equities EM equities’ flying start to the year has continued this week, but we are sticking to our view that they will fall over 2019 as a whole, as the darkening outlook for the global economy takes its toll... 20th February 2019 · 1 min read Global Economics Focus How will policymakers fight the next downturn? Concerns that policymakers in developed countries do not have the tools to fight the next downturn are generally misplaced. There is plenty more they could do. The constraints will instead be... 15th February 2019 · 1 min read Global Markets Update ECB and SNB unlikely to put a floor under bond yields We doubt that German and Swiss government bond yields will drop much further. But if they do fall deep into negative territory, there probably won’t be much that the ECB or the SNB will be willing or... 13th February 2019 · 1 min read Global Markets Update Where to weather another storm in EM equities We think that the recent rebound in emerging market (EM) equities will prove temporary, as concerns about global growth intensify. We expect the healthcare and consumer staple sectors to be more... 11th February 2019 · 1 min read Pagination Previous … Page 239 Page 240 Page 241 Page 242 Current page 243 Page 244 Page 245 Page 246 Page 247 … Next
Global Markets Update Why we’re sticking to our guns on EM equities EM equities’ flying start to the year has continued this week, but we are sticking to our view that they will fall over 2019 as a whole, as the darkening outlook for the global economy takes its toll... 20th February 2019 · 1 min read
Global Economics Focus How will policymakers fight the next downturn? Concerns that policymakers in developed countries do not have the tools to fight the next downturn are generally misplaced. There is plenty more they could do. The constraints will instead be... 15th February 2019 · 1 min read
Global Markets Update ECB and SNB unlikely to put a floor under bond yields We doubt that German and Swiss government bond yields will drop much further. But if they do fall deep into negative territory, there probably won’t be much that the ECB or the SNB will be willing or... 13th February 2019 · 1 min read
Global Markets Update Where to weather another storm in EM equities We think that the recent rebound in emerging market (EM) equities will prove temporary, as concerns about global growth intensify. We expect the healthcare and consumer staple sectors to be more... 11th February 2019 · 1 min read
