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 Is the ECB really to blame for euro weakness in 2019? Despite what Mr Trump’s tweet yesterday appears to suggest, we don’t think that the ECB is “trying, and succeeding, in depreciating the Euro”. And although we expect the euro to weaken further against... 13th September 2019 · 3 mins read Global Markets Update Implications of the M5S/PD coalition for Italian assets Italian assets have rallied since a new ruling coalition between the Five Star Movement (M5S) and the Democratic Party (PD) was formed. While we have revised our forecasts to reflect the reduced... 11th September 2019 · 3 mins read Global Markets Update Treasury yields likely to rebound as Fed disappoints Although we are revising down our once-bullish forecast for the 10-year US Treasury yield, we think that it has fallen too far and will rebound to 1.75% by the end of 2019 and rise significantly next... 6th September 2019 · 3 mins read Global Markets Update “Dividend aristocrats” unlikely to keep outperforming We doubt that stocks that reliably pay high dividends will fare better than their peers during the rest of this year, as we think that bond yields are unlikely to fall much further and might even... 29th August 2019 · 3 mins read Pagination Previous … Page 138 Page 139 Page 140 Page 141 Current page 142 Page 143 Page 144 Page 145 Page 146 … Next
Global Markets Update Is the ECB really to blame for euro weakness in 2019? Despite what Mr Trump’s tweet yesterday appears to suggest, we don’t think that the ECB is “trying, and succeeding, in depreciating the Euro”. And although we expect the euro to weaken further against... 13th September 2019 · 3 mins read
Global Markets Update Implications of the M5S/PD coalition for Italian assets Italian assets have rallied since a new ruling coalition between the Five Star Movement (M5S) and the Democratic Party (PD) was formed. While we have revised our forecasts to reflect the reduced... 11th September 2019 · 3 mins read
Global Markets Update Treasury yields likely to rebound as Fed disappoints Although we are revising down our once-bullish forecast for the 10-year US Treasury yield, we think that it has fallen too far and will rebound to 1.75% by the end of 2019 and rise significantly next... 6th September 2019 · 3 mins read
Global Markets Update “Dividend aristocrats” unlikely to keep outperforming We doubt that stocks that reliably pay high dividends will fare better than their peers during the rest of this year, as we think that bond yields are unlikely to fall much further and might even... 29th August 2019 · 3 mins read