Our latest macroeconomic insights Global Markets Update What next for the UK stock market? We expect a weak economy and a partial break-up of EMU to weigh on UK equities through the end of next year – our forecast is that the FTSE 100 will end 2013 around the 5,000 mark. Although we are... 6th November 2012 · 1 min read Global Markets Update Markets may fear uncertainty more than they like Romney The conventional wisdom is that investors prefer Republican Presidents, but we would suggest that every election is different. Romney’s plans would tax equities more favourably and lighten the burden... 5th November 2012 · 1 min read Global Markets Update What does the future hold for US Treasuries? Although we think the yield on 10-year Treasuries will fall back soon from almost its highest level in five months, the medium-term prospects for bonds are far from rosy. Indeed, we think the average... 19th October 2012 · 1 min read Global Markets Update Don't bank on stock market gains once earnings start to fall The US Q2 earnings season kicks off today. The news is likely to be downbeat, with the annual growth rate of profits reportedly expected to be negative for the first time since 2009. In recent months... 9th October 2012 · 1 min read Pagination Previous … Page 416 Page 417 Page 418 Page 419 Current page 420 Page 421 Page 422 Page 423 Page 424 … Next
Global Markets Update What next for the UK stock market? We expect a weak economy and a partial break-up of EMU to weigh on UK equities through the end of next year – our forecast is that the FTSE 100 will end 2013 around the 5,000 mark. Although we are... 6th November 2012 · 1 min read
Global Markets Update Markets may fear uncertainty more than they like Romney The conventional wisdom is that investors prefer Republican Presidents, but we would suggest that every election is different. Romney’s plans would tax equities more favourably and lighten the burden... 5th November 2012 · 1 min read
Global Markets Update What does the future hold for US Treasuries? Although we think the yield on 10-year Treasuries will fall back soon from almost its highest level in five months, the medium-term prospects for bonds are far from rosy. Indeed, we think the average... 19th October 2012 · 1 min read
Global Markets Update Don't bank on stock market gains once earnings start to fall The US Q2 earnings season kicks off today. The news is likely to be downbeat, with the annual growth rate of profits reportedly expected to be negative for the first time since 2009. In recent months... 9th October 2012 · 1 min read
