This Global Markets Focus explains why we expect the S&P 500 to soar in 2024, in contrast to those who anticipate a much tougher year for the index after a banner 2023. In view of the wider interest...

Although bonds and equities have started the year on the back foot, which may continue in the near term, we think they’ll fare better over the year as a whole. We project especially large gains for...

While equities in China might make up some lost ground over the next few months relative to those in India, we suspect they’ll underperform over the longer term. In view of the wider interest, we are...

We think the 10-year Japanese government bond (JGB) yield will rise over 2024 as the Bank of Japan (BoJ) lifts its policy rate early next year and constraints on the JGB market ease. And while that...