Our latest macroeconomic insights Global Markets Update Will US equities remain out of favour? Since the end of the last recession, there has been an almost interrupted net outflow from US mutual funds that invest in domestic equities. This partly reflects investors’ growing preference for... 9th November 2015 · 1 min read Global Markets Update Markets look set to take first Fed rate hike in their stride The relatively calm reactions to Friday’s strong US employment report support our view that the gradual return of US interest rates towards more normal levels is unlikely to be the seismic shock that... 9th November 2015 · 1 min read Global Markets Update Valuations suggest prospects brighter for EM than DM equities The valuation of emerging market (EM) equities relative to those in the developed world is the lowest it has been in recent memory. All else equal, this ought to lead to superior returns over the... 5th November 2015 · 1 min read Global Markets Update We expect euro-zone equities to continue to recover Although the Volkswagen emissions scandal refuses to go away, euro-zone equities have performed well recently, bolstered by a weaker euro amid growing expectations that the ECB will add additional... 5th November 2015 · 1 min read Pagination Previous … Page 326 Page 327 Page 328 Page 329 Current page 330 Page 331 Page 332 Page 333 Page 334 … Next
Global Markets Update Will US equities remain out of favour? Since the end of the last recession, there has been an almost interrupted net outflow from US mutual funds that invest in domestic equities. This partly reflects investors’ growing preference for... 9th November 2015 · 1 min read
Global Markets Update Markets look set to take first Fed rate hike in their stride The relatively calm reactions to Friday’s strong US employment report support our view that the gradual return of US interest rates towards more normal levels is unlikely to be the seismic shock that... 9th November 2015 · 1 min read
Global Markets Update Valuations suggest prospects brighter for EM than DM equities The valuation of emerging market (EM) equities relative to those in the developed world is the lowest it has been in recent memory. All else equal, this ought to lead to superior returns over the... 5th November 2015 · 1 min read
Global Markets Update We expect euro-zone equities to continue to recover Although the Volkswagen emissions scandal refuses to go away, euro-zone equities have performed well recently, bolstered by a weaker euro amid growing expectations that the ECB will add additional... 5th November 2015 · 1 min read
