In the light of the changing prospects for US monetary policy and recent improvements in the outlook for the advanced economies, we are revising our bond yield forecasts higher. However, we continue...

Emerging market equities have come under further pressure today after last night’s FOMC statement. Although the prospect of a tapering of the US central bank’s quantitative easing could continue to...

Recent data suggest that net capital inflows into emerging markets (EMs) fell significantly in May and in the first half of June amid renewed concerns about a potential tapering of the Fed’s asset...

We will be reviewing all our key market forecasts in the coming days, but recent developments have underlined several of the global and regional themes that we have been stressing for some time.