Our latest macroeconomic insights Global Economics Focus Have we reached the end of the housing correction? Housing markets in developed economies have perplexed forecasters since 2019. The boom in prices in 2020-22 was not anticipated, and the fall in prices since has been smaller than expected. In this... 14th February 2024 · 17 mins read Asset Allocation Update The future may be brighter for EM equities We think that EM equities will deliver better returns in the next couple of years than they have since the pandemic. Returns are likely to be lower than those we expect from US equities but similar to... 9th February 2024 · 4 mins read Global Markets Update US credit spreads could fall further despite high bankruptcies US corporate credit spreads have continued to shrink even as bankruptcies have soared but, while they are now fairly narrow, we think there is still some scope for them to tighten further over the... 8th February 2024 · 4 mins read Global Economics Focus Financial stability in a world of higher interest rates Although the recent transition to a higher interest rate climate has not caused any lasting or systemic financial flare ups, it is probably too soon to sound the all-clear. And while a higher interest... 8th February 2024 · 19 mins read Pagination Previous … Page 54 Page 55 Page 56 Page 57 Current page 58 Page 59 Page 60 Page 61 Page 62 … Next
Global Economics Focus Have we reached the end of the housing correction? Housing markets in developed economies have perplexed forecasters since 2019. The boom in prices in 2020-22 was not anticipated, and the fall in prices since has been smaller than expected. In this... 14th February 2024 · 17 mins read
Asset Allocation Update The future may be brighter for EM equities We think that EM equities will deliver better returns in the next couple of years than they have since the pandemic. Returns are likely to be lower than those we expect from US equities but similar to... 9th February 2024 · 4 mins read
Global Markets Update US credit spreads could fall further despite high bankruptcies US corporate credit spreads have continued to shrink even as bankruptcies have soared but, while they are now fairly narrow, we think there is still some scope for them to tighten further over the... 8th February 2024 · 4 mins read
Global Economics Focus Financial stability in a world of higher interest rates Although the recent transition to a higher interest rate climate has not caused any lasting or systemic financial flare ups, it is probably too soon to sound the all-clear. And while a higher interest... 8th February 2024 · 19 mins read
