Our latest macroeconomic insights Global Markets Update Higher commodity prices may boost some equity markets We think stock markets in several commodity-intensive countries will benefit from China’s ongoing reopening, which, in our view, will mean commodity prices rise further by the end of the year. 10th February 2023 · 4 mins read Asset Allocation Update We see more risk than reward in corporate bonds A plunge in credit spreads in recent months suggests to us that there is now limited scope for corporate bonds to outperform government bonds over the next couple of years, even if the global economy... 10th February 2023 · 4 mins read Global Markets Update We expect China’s “reopening trade” to resume Some of the moves in China’s financial markets that followed its rapid reopening – including a rise in equity prices, higher bond yields and stronger renminbi – have unwound in the past couple of... 10th February 2023 · 5 mins read Asset Allocation Update How a mild recession might affect S&P 500 sector performance We doubt the recent renewed outperformance of the “big-tech” sectors of the US stock market will continue in the coming months given the prospect of a mild recession, even if TIPS yields fall again. 9th February 2023 · 3 mins read Pagination Previous … Page 94 Page 95 Page 96 Page 97 Current page 98 Page 99 Page 100 Page 101 Page 102 … Next
Global Markets Update Higher commodity prices may boost some equity markets We think stock markets in several commodity-intensive countries will benefit from China’s ongoing reopening, which, in our view, will mean commodity prices rise further by the end of the year. 10th February 2023 · 4 mins read
Asset Allocation Update We see more risk than reward in corporate bonds A plunge in credit spreads in recent months suggests to us that there is now limited scope for corporate bonds to outperform government bonds over the next couple of years, even if the global economy... 10th February 2023 · 4 mins read
Global Markets Update We expect China’s “reopening trade” to resume Some of the moves in China’s financial markets that followed its rapid reopening – including a rise in equity prices, higher bond yields and stronger renminbi – have unwound in the past couple of... 10th February 2023 · 5 mins read
Asset Allocation Update How a mild recession might affect S&P 500 sector performance We doubt the recent renewed outperformance of the “big-tech” sectors of the US stock market will continue in the coming months given the prospect of a mild recession, even if TIPS yields fall again. 9th February 2023 · 3 mins read
