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: Asset Allocation Update The US stock market is not braced for a recession We anticipate that the S&P 500 will fall back later in 2023, largely because analysts are far from pricing in a recession in the US that we think is even more likely after the recent banking turmoil... 6th April 2023 · 3 mins read Global Markets Update Credit spreads still have a long way to go before peaking There has been a rise in risk premia in the bond market since the start of the banking sector turmoil. But we think impending recessions will push corporate credit spreads up further from here. 24th March 2023 · 3 mins read Global Markets Update We expect equities in EMs to continue to struggle Even if the banking sector turmoil doesn’t grow into a broader economic crisis, we still think equities in emerging markets will struggle over the next couple of quarters in local-currency terms. 22nd March 2023 · 4 mins read Global Economics Update What next after Credit Suisse? While the Credit Suisse rescue might draw a line under that particular institution’s problems, it is clear that confidence in the financial sector overall is still extremely fragile. So regardless of... 20th March 2023 · 5 mins read Pagination Previous … Page 55 Page 56 Page 57 Page 58 Current page 59 Page 60 Page 61 Page 62 Page 63 … Next
Asset Allocation Update The US stock market is not braced for a recession We anticipate that the S&P 500 will fall back later in 2023, largely because analysts are far from pricing in a recession in the US that we think is even more likely after the recent banking turmoil... 6th April 2023 · 3 mins read
Global Markets Update Credit spreads still have a long way to go before peaking There has been a rise in risk premia in the bond market since the start of the banking sector turmoil. But we think impending recessions will push corporate credit spreads up further from here. 24th March 2023 · 3 mins read
Global Markets Update We expect equities in EMs to continue to struggle Even if the banking sector turmoil doesn’t grow into a broader economic crisis, we still think equities in emerging markets will struggle over the next couple of quarters in local-currency terms. 22nd March 2023 · 4 mins read
Global Economics Update What next after Credit Suisse? While the Credit Suisse rescue might draw a line under that particular institution’s problems, it is clear that confidence in the financial sector overall is still extremely fragile. So regardless of... 20th March 2023 · 5 mins read
