Thank you! Click below to read the report Read the report now Don't have time to read it now? We've emailed you a link so you can read it at any time. You may also be interested in: Global Markets Update We now think the 10-year Treasury yield will rise further The sharp rise of US yields in response to this year’s shift in US fiscal policy and rapid progress on vaccinations – and the Fed’s apparent willingness to accept higher long-term interest rates –... 19th March 2021 · 5 mins read Global Markets Update Brazil’s stock market may continue to underperform We had expected Brazil’s stock market to be among the best performers in the world this year, but with the virus still running rampant and populist policymaking on the rise, we now think its... 17th March 2021 · 3 mins read Global Markets Update Bond yields and the outlook for DM equities Despite the recent turmoil in bond markets, we continue to expect developed market (DM) equities to gain ground in the rest of this year as real yields remain quite low and economic growth stays... 16th March 2021 · 3 mins read Global Markets Update What to make of higher FX-hedged Treasury yields We think that high FX-hedged yields on 10-year US Treasuries will encourage more purchases from non-US investors and may help to limit the rise in US government bond yields even as the economy... 12th March 2021 · 2 mins read Pagination Previous … Page 100 Page 101 Page 102 Page 103 Current page 104 Page 105 Page 106 Page 107 Page 108 … Next
Global Markets Update We now think the 10-year Treasury yield will rise further The sharp rise of US yields in response to this year’s shift in US fiscal policy and rapid progress on vaccinations – and the Fed’s apparent willingness to accept higher long-term interest rates –... 19th March 2021 · 5 mins read
Global Markets Update Brazil’s stock market may continue to underperform We had expected Brazil’s stock market to be among the best performers in the world this year, but with the virus still running rampant and populist policymaking on the rise, we now think its... 17th March 2021 · 3 mins read
Global Markets Update Bond yields and the outlook for DM equities Despite the recent turmoil in bond markets, we continue to expect developed market (DM) equities to gain ground in the rest of this year as real yields remain quite low and economic growth stays... 16th March 2021 · 3 mins read
Global Markets Update What to make of higher FX-hedged Treasury yields We think that high FX-hedged yields on 10-year US Treasuries will encourage more purchases from non-US investors and may help to limit the rise in US government bond yields even as the economy... 12th March 2021 · 2 mins read
