Our latest macroeconomic insights Asset Allocation Update How King Cash may reign over equities & bonds The US may not have a monarchy, but cash has arguably become its proverbial king of investments. If history is a guide, it is a reign that is likely to feature equities underperforming bonds amid a... 9th March 2023 · 3 mins read Global Markets Update We think the struggles for equities in India will resume We think MSCI’s India Index will fall over the next couple of quarters in local-currency terms, amid subdued domestic economic activity and a general deterioration in investors’ appetite for “risky”... 9th March 2023 · 3 mins read Global Markets Update What Powell’s bombshell means for our markets forecasts Fed Chair Powell’s testimony to Congress has prompted a material revision to our forecast for the path of the fed funds rate and suggests the near-term risks to that forecast are skewed to the upside... 8th March 2023 · 5 mins read Global Economics Focus Most of the monetary hit is yet to be felt We think that most – perhaps two thirds – of the drag on activity from tighter monetary policy in advanced economies is still to come through in 2023. So, despite some surprisingly resilient data... 7th March 2023 · 26 mins read Pagination Previous … Page 91 Page 92 Page 93 Page 94 Current page 95 Page 96 Page 97 Page 98 Page 99 … Next
Asset Allocation Update How King Cash may reign over equities & bonds The US may not have a monarchy, but cash has arguably become its proverbial king of investments. If history is a guide, it is a reign that is likely to feature equities underperforming bonds amid a... 9th March 2023 · 3 mins read
Global Markets Update We think the struggles for equities in India will resume We think MSCI’s India Index will fall over the next couple of quarters in local-currency terms, amid subdued domestic economic activity and a general deterioration in investors’ appetite for “risky”... 9th March 2023 · 3 mins read
Global Markets Update What Powell’s bombshell means for our markets forecasts Fed Chair Powell’s testimony to Congress has prompted a material revision to our forecast for the path of the fed funds rate and suggests the near-term risks to that forecast are skewed to the upside... 8th March 2023 · 5 mins read
Global Economics Focus Most of the monetary hit is yet to be felt We think that most – perhaps two thirds – of the drag on activity from tighter monetary policy in advanced economies is still to come through in 2023. So, despite some surprisingly resilient data... 7th March 2023 · 26 mins read
