Our latest macroeconomic insights Global Markets Update New forecasts for developed market government bonds In line with our upwardly revised forecasts for the 10-year US Treasury yield, we’ve raised our projections for 10-year government bond yields in most other developed market economies. But we still... 27th October 2023 · 5 mins read FX Markets Update The Chilean peso likely to break its spell of underperformance We think the Chilean peso is poised for a rebound in 2024 as the headwinds from the narrowing interest rate differential and the terms of trade deterioration reverse. 26th October 2023 · 4 mins read Asset Allocation Update On the relative appeal of US corporate bonds and equities Although US high-yield (HY) corporate bonds are more attractively valued than at any time since the Global Financial Crisis (GFC), we doubt they will outperform US equities over the next couple of... 26th October 2023 · 5 mins read Asset Allocation Update What our revised forecasts for Treasuries imply for US equities Although we have revised up our forecasts for the 10-year Treasury yield between now and the end of 2025, we aren’t inclined to change our upbeat projection for the S&P 500 over this period. This is... 20th October 2023 · 4 mins read Pagination Previous … Page 64 Page 65 Page 66 Page 67 Current page 68 Page 69 Page 70 Page 71 Page 72 … Next
Global Markets Update New forecasts for developed market government bonds In line with our upwardly revised forecasts for the 10-year US Treasury yield, we’ve raised our projections for 10-year government bond yields in most other developed market economies. But we still... 27th October 2023 · 5 mins read
FX Markets Update The Chilean peso likely to break its spell of underperformance We think the Chilean peso is poised for a rebound in 2024 as the headwinds from the narrowing interest rate differential and the terms of trade deterioration reverse. 26th October 2023 · 4 mins read
Asset Allocation Update On the relative appeal of US corporate bonds and equities Although US high-yield (HY) corporate bonds are more attractively valued than at any time since the Global Financial Crisis (GFC), we doubt they will outperform US equities over the next couple of... 26th October 2023 · 5 mins read
Asset Allocation Update What our revised forecasts for Treasuries imply for US equities Although we have revised up our forecasts for the 10-year Treasury yield between now and the end of 2025, we aren’t inclined to change our upbeat projection for the S&P 500 over this period. This is... 20th October 2023 · 4 mins read
