Our latest macroeconomic insights Asset Allocation Update Bonds in Australia, NZ & Canada could outperform Treasuries We think the yields of 10-year government bonds in Australia, New Zealand and Canada will diverge from the yield of 10-year US Treasuries – which they have tracked very closely this year – over time... 5th October 2023 · 4 mins read Global Economics Update The bond market sell-off and the global economy The sell-off in bond markets has taken a breather today, helped in part by softer data on the US labour market. However, the scale of the moves over the past week has invoked comparisons to previous... 4th October 2023 · 6 mins read Global Markets Update Why the 10-year Treasury yield could yet fall back significantly Although the 10-year Treasury yield rose further to a post-Global-Financial-Crisis high of ~4.5% in the wake of this week’s FOMC meeting, we continue to forecast that it will drop back to 3.75% by the... 22nd September 2023 · 4 mins read Asset Allocation Update What rate hikes in Japan could mean for global markets We now expect the Bank of Japan to hike its policy rate – for the first time in sixteen years – next January. While we think global markets are generally braced for such an event, there’s a clear risk... 22nd September 2023 · 5 mins read Pagination Previous … Page 69 Page 70 Page 71 Page 72 Current page 73 Page 74 Page 75 Page 76 Page 77 … Next
Asset Allocation Update Bonds in Australia, NZ & Canada could outperform Treasuries We think the yields of 10-year government bonds in Australia, New Zealand and Canada will diverge from the yield of 10-year US Treasuries – which they have tracked very closely this year – over time... 5th October 2023 · 4 mins read
Global Economics Update The bond market sell-off and the global economy The sell-off in bond markets has taken a breather today, helped in part by softer data on the US labour market. However, the scale of the moves over the past week has invoked comparisons to previous... 4th October 2023 · 6 mins read
Global Markets Update Why the 10-year Treasury yield could yet fall back significantly Although the 10-year Treasury yield rose further to a post-Global-Financial-Crisis high of ~4.5% in the wake of this week’s FOMC meeting, we continue to forecast that it will drop back to 3.75% by the... 22nd September 2023 · 4 mins read
Asset Allocation Update What rate hikes in Japan could mean for global markets We now expect the Bank of Japan to hike its policy rate – for the first time in sixteen years – next January. While we think global markets are generally braced for such an event, there’s a clear risk... 22nd September 2023 · 5 mins read
