Our latest macroeconomic insights Asset Allocation Update Is the worst really nearly over for US equity office REITs? Although a lot of bad news now appears to be priced into US equity office REITS, the sector still faces significant challenges. This suggests to us that a material improvement in its fortunes is not... 8th June 2023 · 4 mins read Emerging Europe Economics Update Turkey needs a significant adjustment in the lira Signs that newly re-elected Turkish president Erdogan is willing to move away from unorthodox economic policies has led to an increase in investor optimism towards his country. These developments are... 7th June 2023 · 4 mins read Global Markets Update The outlook for equities after the debt ceiling deal The resolution of the debt ceiling debate has cleared a cloud that was hanging over the US equity market, but we think a darker one – a growth slowdown – still lingers. That’s why we doubt the rest of... 6th June 2023 · 4 mins read Asset Allocation Update Mega-cap outperformance: lessons from history In a recent Global Markets Update, we analysed the remarkably narrow rally in the S&P 500 so far in 2023. We concluded that recent history supported our forecast that the rally will run out of steam... 2nd June 2023 · 4 mins read Pagination Previous … Page 82 Page 83 Page 84 Page 85 Current page 86 Page 87 Page 88 Page 89 Page 90 … Next
Asset Allocation Update Is the worst really nearly over for US equity office REITs? Although a lot of bad news now appears to be priced into US equity office REITS, the sector still faces significant challenges. This suggests to us that a material improvement in its fortunes is not... 8th June 2023 · 4 mins read
Emerging Europe Economics Update Turkey needs a significant adjustment in the lira Signs that newly re-elected Turkish president Erdogan is willing to move away from unorthodox economic policies has led to an increase in investor optimism towards his country. These developments are... 7th June 2023 · 4 mins read
Global Markets Update The outlook for equities after the debt ceiling deal The resolution of the debt ceiling debate has cleared a cloud that was hanging over the US equity market, but we think a darker one – a growth slowdown – still lingers. That’s why we doubt the rest of... 6th June 2023 · 4 mins read
Asset Allocation Update Mega-cap outperformance: lessons from history In a recent Global Markets Update, we analysed the remarkably narrow rally in the S&P 500 so far in 2023. We concluded that recent history supported our forecast that the rally will run out of steam... 2nd June 2023 · 4 mins read
