Our latest macroeconomic insights Asset Allocation Update Rebound in Chinese equities may be sweet, but short Improving sentiment towards Chinese equities has sparked a further rebound over the past month, with stocks there having generally outperformed those elsewhere over this period. While we continue to... 17th May 2024 · 5 mins read FX Markets Update Examining the divergence between EM credit spreads and FX For much of the past year, the dollar has strengthened against emerging market (EM) currencies even as EM sovereign dollar bond spreads have narrowed. One way or another, that is unlikely to last. 16th May 2024 · 4 mins read Global Economics Update What the latest US tariffs mean for the global economy We held an online Drop-In session today to discuss the Biden administration’s new tariffs on goods from China. This Update answers several of the questions that we received about the direct effects of... 15th May 2024 · 6 mins read Asset Allocation Update EM sovereign bonds may outperform US Treasuries We expect total returns from both US dollar-denominated, and especially local-currency (LC), emerging market (EM) sovereign bonds to trump, in general, those from US Treasuries in the next couple of... 15th May 2024 · 4 mins read Pagination Previous … Page 46 Page 47 Page 48 Page 49 Current page 50 Page 51 Page 52 Page 53 Page 54 … Next
Asset Allocation Update Rebound in Chinese equities may be sweet, but short Improving sentiment towards Chinese equities has sparked a further rebound over the past month, with stocks there having generally outperformed those elsewhere over this period. While we continue to... 17th May 2024 · 5 mins read
FX Markets Update Examining the divergence between EM credit spreads and FX For much of the past year, the dollar has strengthened against emerging market (EM) currencies even as EM sovereign dollar bond spreads have narrowed. One way or another, that is unlikely to last. 16th May 2024 · 4 mins read
Global Economics Update What the latest US tariffs mean for the global economy We held an online Drop-In session today to discuss the Biden administration’s new tariffs on goods from China. This Update answers several of the questions that we received about the direct effects of... 15th May 2024 · 6 mins read
Asset Allocation Update EM sovereign bonds may outperform US Treasuries We expect total returns from both US dollar-denominated, and especially local-currency (LC), emerging market (EM) sovereign bonds to trump, in general, those from US Treasuries in the next couple of... 15th May 2024 · 4 mins read
