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Global Markets Update A fresh look at equity market performance since vaccines We think that the positive equity market rotation that accompanied November’s vaccine announcements will resume before long if, as we expect, vaccines allow restrictions on activity to be lifted later... 17th February 2021 · 3 mins read
Global Markets Update 10-year Treasury yield may rise a bit further With a large fiscal stimulus package looking increasingly probable in the US, and the Fed unlikely to push back on higher inflation expectations, we think the yield of 10-year US Treasuries may rise a... 12th February 2021 · 4 mins read
Global Markets Update We expect UK equities to outperform in 2021 We think that UK equities will outperform their peers elsewhere this year, as some of the headwinds that they faced in 2020 fade or even act as tailwinds. 9th February 2021 · 4 mins read
Global Markets Update Fiscal concerns key for Brazil’s sovereign bonds & real We think that concerns about the commitment of Brazil’s government to fiscal sustainability will intensify over the next two years and weigh on its sovereign bonds and the real. WEBINAR INVITE: To... 8th February 2021 · 3 mins read
