Our latest macroeconomic insights Asset Allocation Update Falling Treasury yields may provide more respite for REITs Although we expect US equity office REITs to benefit further from falling long-dated Treasury yields, we continue to think that their long-run prospects are blighted by a structural reduction in... 4th December 2023 · 5 mins read Global Markets Update The Treasury yield curve could “disinvert” next year We expect the Treasury yield curve to “disinvert” in 2024, as we think the Fed will cut rates by more than investors expect and term premia will remain at least as high as they are now. 4th December 2023 · 3 mins read Global Economics Update Key risks for 2024 In this Global Economics Update, we describe eight of the biggest risks to our economic forecasts for 2024. The unusual nature of this cycle and uncertainties surrounding the transmission of monetary... 30th November 2023 · 6 mins read Global Markets Update NZ bond yields’ divergence from other DMs may be over We think that long-term sovereign bond yields in New Zealand – which are currently among the highest in the developed world – will fall back to similar levels as those elsewhere over the next couple... 30th November 2023 · 4 mins read Pagination Previous … Page 59 Page 60 Page 61 Page 62 Current page 63 Page 64 Page 65 Page 66 Page 67 … Next
Asset Allocation Update Falling Treasury yields may provide more respite for REITs Although we expect US equity office REITs to benefit further from falling long-dated Treasury yields, we continue to think that their long-run prospects are blighted by a structural reduction in... 4th December 2023 · 5 mins read
Global Markets Update The Treasury yield curve could “disinvert” next year We expect the Treasury yield curve to “disinvert” in 2024, as we think the Fed will cut rates by more than investors expect and term premia will remain at least as high as they are now. 4th December 2023 · 3 mins read
Global Economics Update Key risks for 2024 In this Global Economics Update, we describe eight of the biggest risks to our economic forecasts for 2024. The unusual nature of this cycle and uncertainties surrounding the transmission of monetary... 30th November 2023 · 6 mins read
Global Markets Update NZ bond yields’ divergence from other DMs may be over We think that long-term sovereign bond yields in New Zealand – which are currently among the highest in the developed world – will fall back to similar levels as those elsewhere over the next couple... 30th November 2023 · 4 mins read
