Our latest macroeconomic insights Global Markets Update Outlook for US equities is brighter than for bonds We think US equities are set to fare better than bonds in the coming years. The outperformance is likely to be less than the historical average. But we still think it could be quite substantial. 19th February 2014 · 1 min read Global Markets Update Stock market valuation – should we adjust for payout policy? One argument made by US equity bulls is that Shiller’s cyclically-adjusted price/earnings ratio (CAPE) exaggerates the extent to which the stock market is overvalued because it does not account for a... 13th February 2014 · 1 min read Global Markets Update What difference will revamped forward guidance have on Gilts? The Bank of England looks set to overhaul its forward guidance as part of tomorrow’s Inflation Report. But we doubt a revamped version will have a greater influence on the pricing of Gilts than the... 11th February 2014 · 1 min read Global Markets Update Is it right to blame Fed tapering for the EM sell-off? Many equity investors will be happy to see the back of January, but several lessons are worth underlining. In short, the gradual scaling back of the Fed’s asset purchases alone still seems unlikely to... 3rd February 2014 · 1 min read Pagination Previous … Page 380 Page 381 Page 382 Page 383 Current page 384 Page 385 Page 386 Page 387 Page 388 … Next
Global Markets Update Outlook for US equities is brighter than for bonds We think US equities are set to fare better than bonds in the coming years. The outperformance is likely to be less than the historical average. But we still think it could be quite substantial. 19th February 2014 · 1 min read
Global Markets Update Stock market valuation – should we adjust for payout policy? One argument made by US equity bulls is that Shiller’s cyclically-adjusted price/earnings ratio (CAPE) exaggerates the extent to which the stock market is overvalued because it does not account for a... 13th February 2014 · 1 min read
Global Markets Update What difference will revamped forward guidance have on Gilts? The Bank of England looks set to overhaul its forward guidance as part of tomorrow’s Inflation Report. But we doubt a revamped version will have a greater influence on the pricing of Gilts than the... 11th February 2014 · 1 min read
Global Markets Update Is it right to blame Fed tapering for the EM sell-off? Many equity investors will be happy to see the back of January, but several lessons are worth underlining. In short, the gradual scaling back of the Fed’s asset purchases alone still seems unlikely to... 3rd February 2014 · 1 min read
