Our latest macroeconomic insights Global Markets Update Will capital flows put further pressure on the euro? As investors’ confidence in the euro-zone has waned, overall inflows of portfolio capital from abroad have slowed. We suspect this trend may continue, undermining the euro further in the process. 7th January 2015 · 1 min read Global Markets Update Oil price slide prompts withdrawal from emerging markets Investors’ retreat from emerging markets over the past month has reflected growing concerns about the implications of the collapse in the price of oil. Admittedly, most countries (and the world as a... 23rd December 2014 · 1 min read Global Markets Update Is the Russian ruble “extremely undervalued”? We are not convinced by the Russian finance ministry’s claim on Wednesday morning that the ruble is “extremely undervalued”. After all, Russia has undergone an enormous deterioration in its terms of... 17th December 2014 · 1 min read Global Markets Update Will frontier market equities continue to underperform? The sharp drop in oil prices has played a major role in the recent poor performance of the MSCI Frontier Markets (FM) Index, in which a small number of oil exporting countries have large weightings... 15th December 2014 · 1 min read Pagination Previous … Page 356 Page 357 Page 358 Page 359 Current page 360 Page 361 Page 362 Page 363 Page 364 … Next
Global Markets Update Will capital flows put further pressure on the euro? As investors’ confidence in the euro-zone has waned, overall inflows of portfolio capital from abroad have slowed. We suspect this trend may continue, undermining the euro further in the process. 7th January 2015 · 1 min read
Global Markets Update Oil price slide prompts withdrawal from emerging markets Investors’ retreat from emerging markets over the past month has reflected growing concerns about the implications of the collapse in the price of oil. Admittedly, most countries (and the world as a... 23rd December 2014 · 1 min read
Global Markets Update Is the Russian ruble “extremely undervalued”? We are not convinced by the Russian finance ministry’s claim on Wednesday morning that the ruble is “extremely undervalued”. After all, Russia has undergone an enormous deterioration in its terms of... 17th December 2014 · 1 min read
Global Markets Update Will frontier market equities continue to underperform? The sharp drop in oil prices has played a major role in the recent poor performance of the MSCI Frontier Markets (FM) Index, in which a small number of oil exporting countries have large weightings... 15th December 2014 · 1 min read
