Our latest macroeconomic insights Global Markets Update Investors rediscover their enthusiasm for EM assets April was the first month in over a year in which there were net inflows into global ETF and mutual funds that invest in emerging market (EM) assets. Investors’ growing enthusiasm for emerging market... 22nd May 2014 · 1 min read Global Markets Update Do rising term premia pose a threat to US Treasuries? Some observers appear to be concerned that the onset of US monetary tightening will drive up long-term Treasury yields via a substantial increase in “term premia”. But a new set of unofficial data... 15th May 2014 · 1 min read Global Markets Update Will India really deliver equity-friendly reforms? The prospect of a new government delivering economic reform in India has provided a substantial boost to the country’s stock market. Although we are also optimistic that a new government will make... 14th May 2014 · 1 min read Global Markets Update Will the US stock market ride out a shift in Fed policy? The cost of corporate equity is much lower than the cost of corporate debt in the US. This is very different to the situation that prevailed during the dot com bubble and is a reason to think that the... 8th May 2014 · 1 min read Pagination Previous … Page 372 Page 373 Page 374 Page 375 Current page 376 Page 377 Page 378 Page 379 Page 380 … Next
Global Markets Update Investors rediscover their enthusiasm for EM assets April was the first month in over a year in which there were net inflows into global ETF and mutual funds that invest in emerging market (EM) assets. Investors’ growing enthusiasm for emerging market... 22nd May 2014 · 1 min read
Global Markets Update Do rising term premia pose a threat to US Treasuries? Some observers appear to be concerned that the onset of US monetary tightening will drive up long-term Treasury yields via a substantial increase in “term premia”. But a new set of unofficial data... 15th May 2014 · 1 min read
Global Markets Update Will India really deliver equity-friendly reforms? The prospect of a new government delivering economic reform in India has provided a substantial boost to the country’s stock market. Although we are also optimistic that a new government will make... 14th May 2014 · 1 min read
Global Markets Update Will the US stock market ride out a shift in Fed policy? The cost of corporate equity is much lower than the cost of corporate debt in the US. This is very different to the situation that prevailed during the dot com bubble and is a reason to think that the... 8th May 2014 · 1 min read
