Our latest macroeconomic insights Global Markets Update How will US equities and government bonds fare? US equities have fared better than US Treasuries in 2015. We suspect that this will remain the case over the next couple of years, as the Fed tightens monetary policy. Nonetheless, the longer-term... 19th November 2015 · 1 min read Global Markets Update Is the worst now over for the major commodity currencies? The dollars of Australia, New Zealand and Canada have come under fire again, as the prices of the commodities that they export have dropped back. We think these prices are likely to recover a little... 17th November 2015 · 1 min read Global Markets Update Are Spanish government bonds fairly priced? Spain has been one of the stand-out economies in the euro-zone this year. However, the recent political developments in Catalonia and Portugal are a source of concern and opinion polls suggest that... 13th November 2015 · 1 min read Global Markets Update What's in store for the UK stock market? The UK stock market has performed poorly on an absolute and relative basis in 2015, dragged down by sharp falls in the basic materials and oil & gas sectors. These two sectors account for around one... 10th November 2015 · 1 min read Pagination Previous … Page 325 Page 326 Page 327 Page 328 Current page 329 Page 330 Page 331 Page 332 Page 333 … Next
Global Markets Update How will US equities and government bonds fare? US equities have fared better than US Treasuries in 2015. We suspect that this will remain the case over the next couple of years, as the Fed tightens monetary policy. Nonetheless, the longer-term... 19th November 2015 · 1 min read
Global Markets Update Is the worst now over for the major commodity currencies? The dollars of Australia, New Zealand and Canada have come under fire again, as the prices of the commodities that they export have dropped back. We think these prices are likely to recover a little... 17th November 2015 · 1 min read
Global Markets Update Are Spanish government bonds fairly priced? Spain has been one of the stand-out economies in the euro-zone this year. However, the recent political developments in Catalonia and Portugal are a source of concern and opinion polls suggest that... 13th November 2015 · 1 min read
Global Markets Update What's in store for the UK stock market? The UK stock market has performed poorly on an absolute and relative basis in 2015, dragged down by sharp falls in the basic materials and oil & gas sectors. These two sectors account for around one... 10th November 2015 · 1 min read
