Our latest macroeconomic insights Global Markets Update Stars continue to align for EM equities The rally in emerging market (EM) equities has been given another leg up as it has become less likely that the Fed will hike interest rates any time soon, and China’s economy has shown signs of... 1st August 2016 · 1 min read Global Markets Update US Treasuries, credit spreads and the hunt for yield We doubt that spreads on US corporate bonds are set to widen, even though we expect the yields of Treasuries to rise as the Fed tightens policy faster than investors currently anticipate. Past form... 29th July 2016 · 1 min read Global Economics Focus Is there too much debt in the world? In our view, the claim that there is too much debt in the world is simplistic. High and rising debt burdens are a serious concern in some countries, including China and Japan. But debt burdens in most... 14th July 2016 · 1 min read Global Markets Update Is the Nikkei about to be lifted by ‘helicopter money’? We remain cautiously optimistic about the outlook for Japanese equities. However, this is based on the assumption that ‘conventional’ QE will drag the yen lower again, rather than the financing of... 12th July 2016 · 1 min read Pagination Previous … Page 302 Page 303 Page 304 Page 305 Current page 306 Page 307 Page 308 Page 309 Page 310 … Next
Global Markets Update Stars continue to align for EM equities The rally in emerging market (EM) equities has been given another leg up as it has become less likely that the Fed will hike interest rates any time soon, and China’s economy has shown signs of... 1st August 2016 · 1 min read
Global Markets Update US Treasuries, credit spreads and the hunt for yield We doubt that spreads on US corporate bonds are set to widen, even though we expect the yields of Treasuries to rise as the Fed tightens policy faster than investors currently anticipate. Past form... 29th July 2016 · 1 min read
Global Economics Focus Is there too much debt in the world? In our view, the claim that there is too much debt in the world is simplistic. High and rising debt burdens are a serious concern in some countries, including China and Japan. But debt burdens in most... 14th July 2016 · 1 min read
Global Markets Update Is the Nikkei about to be lifted by ‘helicopter money’? We remain cautiously optimistic about the outlook for Japanese equities. However, this is based on the assumption that ‘conventional’ QE will drag the yen lower again, rather than the financing of... 12th July 2016 · 1 min read
