Our latest macroeconomic insights Asset Allocation Update On the relative performance of assets in China & the US We think both the recent outperformance of China’s sovereign bonds relative to those in the US and the underperformance of its equities will end – and may even reverse somewhat – in the near future... 20th October 2023 · 5 mins read Global Markets Update Raising our forecasts for the 10-year Treasury yield We still expect the 10-year Treasury yield to fall in the coming quarters. But we’ve revised up our projections for that yield from now to end of 2025, and now think it will reach its cyclical low in... 19th October 2023 · 3 mins read Global Economics Focus r* and the end of the ultra-low rates era 17th October 2023 · 1 min read Global Economics Focus Chapter 4: Financial market implications Higher real and nominal Treasury yields in 2030, relative to the past decade, are one reason why we expect investors to be demanding a greater real return from risky assets in 2030 than they are now. 17th October 2023 · 0 mins read Pagination Previous … Page 65 Page 66 Page 67 Page 68 Current page 69 Page 70 Page 71 Page 72 Page 73 … Next
Asset Allocation Update On the relative performance of assets in China & the US We think both the recent outperformance of China’s sovereign bonds relative to those in the US and the underperformance of its equities will end – and may even reverse somewhat – in the near future... 20th October 2023 · 5 mins read
Global Markets Update Raising our forecasts for the 10-year Treasury yield We still expect the 10-year Treasury yield to fall in the coming quarters. But we’ve revised up our projections for that yield from now to end of 2025, and now think it will reach its cyclical low in... 19th October 2023 · 3 mins read
Global Economics Focus Chapter 4: Financial market implications Higher real and nominal Treasury yields in 2030, relative to the past decade, are one reason why we expect investors to be demanding a greater real return from risky assets in 2030 than they are now. 17th October 2023 · 0 mins read
