Our latest macroeconomic insights Global Markets Update We doubt the recent rally marks a new dawn for Japan’s equities We don’t think that the recent strong gains in Japan’s equity market mark the start of a significant reversal of its decades-long underperformance; we expect it to lag other markets over the rest of... 1st June 2023 · 4 mins read Global Markets Update Crisis risks loom for Turkey’s financial markets President Erdogan looks set to secure victory in the second round of Turkey’s presidential election on 28th May. This Update sets out how we think this would play out in Turkey’s financial markets... 25th May 2023 · 4 mins read Global Markets Update Narrow stock market rallies have rarely lasted long Perhaps the most remarkable feature of this year’s rally in US equities is just how narrow it has been. We think history suggests that this bodes poorly for the S&P 500’s prospects over the rest of... 24th May 2023 · 5 mins read Asset Allocation Update Making the case for EM equities Emerging market equities have typically outperformed their developed market counterparts after US recessions. While we don’t foresee them replicating the sort of outperformance seen after the early... 19th May 2023 · 5 mins read Pagination Previous … Page 83 Page 84 Page 85 Page 86 Current page 87 Page 88 Page 89 Page 90 Page 91 … Next
Global Markets Update We doubt the recent rally marks a new dawn for Japan’s equities We don’t think that the recent strong gains in Japan’s equity market mark the start of a significant reversal of its decades-long underperformance; we expect it to lag other markets over the rest of... 1st June 2023 · 4 mins read
Global Markets Update Crisis risks loom for Turkey’s financial markets President Erdogan looks set to secure victory in the second round of Turkey’s presidential election on 28th May. This Update sets out how we think this would play out in Turkey’s financial markets... 25th May 2023 · 4 mins read
Global Markets Update Narrow stock market rallies have rarely lasted long Perhaps the most remarkable feature of this year’s rally in US equities is just how narrow it has been. We think history suggests that this bodes poorly for the S&P 500’s prospects over the rest of... 24th May 2023 · 5 mins read
Asset Allocation Update Making the case for EM equities Emerging market equities have typically outperformed their developed market counterparts after US recessions. While we don’t foresee them replicating the sort of outperformance seen after the early... 19th May 2023 · 5 mins read
