Our latest macroeconomic insights Asset Allocation Update What to make of the latest batch of big tech earnings We expect big tech to drive the S&P 500 higher still in 2024, despite a mixed performance from the shares of most of the so-called ‘Magnificent 7’ over the last ten days in the wake of a flurry of... 2nd February 2024 · 4 mins read Global Economics Focus Tight real policy stance supports case for big rate cuts The drop in inflation across advanced economies has caused real interest rates to rise by even more than nominal rates. While there are various ways to measure real interest rates, they all confirm... 31st January 2024 · 17 mins read Global Markets Update With cuts almost in sight, we still see scope for DM yields to fall We think the recent falls in long-dated government bond yields across developed market (DM) economies will extend over the remainder of this year, as central banks generally cut by more than investors... 29th January 2024 · 4 mins read Asset Allocation Update Will energy equities ever recover? The stock prices of companies in the energy sector (mostly oil & gas firms) have largely underperformed the rest of the stock market recently, and we doubt they’ll do much better in the foreseeable... 26th January 2024 · 4 mins read Pagination Previous … Page 55 Page 56 Page 57 Page 58 Current page 59 Page 60 Page 61 Page 62 Page 63 … Next
Asset Allocation Update What to make of the latest batch of big tech earnings We expect big tech to drive the S&P 500 higher still in 2024, despite a mixed performance from the shares of most of the so-called ‘Magnificent 7’ over the last ten days in the wake of a flurry of... 2nd February 2024 · 4 mins read
Global Economics Focus Tight real policy stance supports case for big rate cuts The drop in inflation across advanced economies has caused real interest rates to rise by even more than nominal rates. While there are various ways to measure real interest rates, they all confirm... 31st January 2024 · 17 mins read
Global Markets Update With cuts almost in sight, we still see scope for DM yields to fall We think the recent falls in long-dated government bond yields across developed market (DM) economies will extend over the remainder of this year, as central banks generally cut by more than investors... 29th January 2024 · 4 mins read
Asset Allocation Update Will energy equities ever recover? The stock prices of companies in the energy sector (mostly oil & gas firms) have largely underperformed the rest of the stock market recently, and we doubt they’ll do much better in the foreseeable... 26th January 2024 · 4 mins read
