Our latest macroeconomic insights Global Markets Update Making sense of higher asset valuations Although the valuations of bonds and equities are higher than their long-run averages, we don’t think sharp falls in their prices are likely. This is because we believe their equilibrium valuations... 13th September 2016 · 1 min read Global Markets Update Why this isn’t the beginning of the end for EM equities We have warned for some time that emerging market (EM) equities will be more volatile as attention turns back to the Fed. Momentum may yet drive stocks lower in the near term, but we continue to... 12th September 2016 · 1 min read Global Markets Update Time to dump the junk? Yet another scaling back of investors’ expectations about Fed policy has breathed new life into the rally in emerging market (EM) “junk” bonds. But we suspect that the best days are now behind them... 9th September 2016 · 1 min read Global Markets Update Are EM equity valuations really too high? Overly pessimistic projections for earnings of emerging market (EM) corporations mean that the price/12month forward earnings ratios of equity markets appear to be artificially high. Admittedly, EM... 8th September 2016 · 1 min read Pagination Previous … Page 299 Page 300 Page 301 Page 302 Current page 303 Page 304 Page 305 Page 306 Page 307 … Next
Global Markets Update Making sense of higher asset valuations Although the valuations of bonds and equities are higher than their long-run averages, we don’t think sharp falls in their prices are likely. This is because we believe their equilibrium valuations... 13th September 2016 · 1 min read
Global Markets Update Why this isn’t the beginning of the end for EM equities We have warned for some time that emerging market (EM) equities will be more volatile as attention turns back to the Fed. Momentum may yet drive stocks lower in the near term, but we continue to... 12th September 2016 · 1 min read
Global Markets Update Time to dump the junk? Yet another scaling back of investors’ expectations about Fed policy has breathed new life into the rally in emerging market (EM) “junk” bonds. But we suspect that the best days are now behind them... 9th September 2016 · 1 min read
Global Markets Update Are EM equity valuations really too high? Overly pessimistic projections for earnings of emerging market (EM) corporations mean that the price/12month forward earnings ratios of equity markets appear to be artificially high. Admittedly, EM... 8th September 2016 · 1 min read
