Our latest macroeconomic insights Global Markets Update FTSE 100 to outperform next year Developed market equities have been one of the top-performing asset classes so far this year, but the UK’s FTSE 100 index has lagged well behind its peers. We think a weaker pound and a cyclical... 12th December 2013 · 1 min read Global Markets Update New forecasts for emerging market bonds and equities We have revised some of our key forecasts for emerging market (EM) bonds and equities. On average, we now expect larger increases in credit spreads and smaller gains in stock prices than before. Our... 11th December 2013 · 1 min read Global Markets Update What would the Fed taper mean for government bonds? Fears that the end of the Fed’s purchases will lead to a further surge in Treasury yields are almost certainly overdone. What’s more, even if long-term interest rates do continue to climb in the US... 9th December 2013 · 1 min read Global Markets Update Will sterling’s strength be sustained? Sterling has been the best performing major currency in recent months, rising from $1.50 in the summer to $1.63 now. Nonetheless, we expect it to come under pressure again before too long and... 5th December 2013 · 1 min read Pagination Previous … Page 384 Page 385 Page 386 Page 387 Current page 388 Page 389 Page 390 Page 391 Page 392 … Next
Global Markets Update FTSE 100 to outperform next year Developed market equities have been one of the top-performing asset classes so far this year, but the UK’s FTSE 100 index has lagged well behind its peers. We think a weaker pound and a cyclical... 12th December 2013 · 1 min read
Global Markets Update New forecasts for emerging market bonds and equities We have revised some of our key forecasts for emerging market (EM) bonds and equities. On average, we now expect larger increases in credit spreads and smaller gains in stock prices than before. Our... 11th December 2013 · 1 min read
Global Markets Update What would the Fed taper mean for government bonds? Fears that the end of the Fed’s purchases will lead to a further surge in Treasury yields are almost certainly overdone. What’s more, even if long-term interest rates do continue to climb in the US... 9th December 2013 · 1 min read
Global Markets Update Will sterling’s strength be sustained? Sterling has been the best performing major currency in recent months, rising from $1.50 in the summer to $1.63 now. Nonetheless, we expect it to come under pressure again before too long and... 5th December 2013 · 1 min read
