Our latest macroeconomic insights Global Markets Update Reassessing our forecasts for euro-zone markets A streak of stronger-than-expected economic data in the euro-zone has given markets there a boost this year. But with much of the good news seemingly already discounted, and, in our view, a still... 27th January 2023 · 4 mins read Asset Allocation Update Weaker USD may help RoW equities outperform in time While a “risk-off” period in markets may prompt it to pause in the near term, we expect the recent pattern of the US dollar retreating as non-US equities outperform to set the tone for the next couple... 27th January 2023 · 5 mins read Asset Allocation Update Outperformance of UK equities may fade Although we think there is still a decent case for UK equities to continue outperforming those in the US over the next few years, we don’t expect the UK’s stock market to perform significantly better... 26th January 2023 · 5 mins read Global Markets Update We think equities in Japan will remain under pressure We think equities in Japan will come under renewed pressure in local-currency terms over the coming months, amid an economic slowdown and further strengthening in the yen. 25th January 2023 · 3 mins read Pagination Previous … Page 96 Page 97 Page 98 Page 99 Current page 100 Page 101 Page 102 Page 103 Page 104 … Next
Global Markets Update Reassessing our forecasts for euro-zone markets A streak of stronger-than-expected economic data in the euro-zone has given markets there a boost this year. But with much of the good news seemingly already discounted, and, in our view, a still... 27th January 2023 · 4 mins read
Asset Allocation Update Weaker USD may help RoW equities outperform in time While a “risk-off” period in markets may prompt it to pause in the near term, we expect the recent pattern of the US dollar retreating as non-US equities outperform to set the tone for the next couple... 27th January 2023 · 5 mins read
Asset Allocation Update Outperformance of UK equities may fade Although we think there is still a decent case for UK equities to continue outperforming those in the US over the next few years, we don’t expect the UK’s stock market to perform significantly better... 26th January 2023 · 5 mins read
Global Markets Update We think equities in Japan will remain under pressure We think equities in Japan will come under renewed pressure in local-currency terms over the coming months, amid an economic slowdown and further strengthening in the yen. 25th January 2023 · 3 mins read
