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 Investors already seem braced for further falls in inflation Further big falls in inflation seem now to be discounted in major developed markets, especially the US. That helps to underpin our view that high-grade government bond markets will only rally a little... 12th January 2023 · 3 mins read Global Markets Update Despite hawkish ECB, we expect lower E-Z yields While we think the hawkish ECB poses a near-term threat to euro-zone government bonds, we still expect their yields to be lower, in general, by the end of this year. Drop-Ins – The World In 2023 (10... 6th January 2023 · 4 mins read Global Markets Update We think EM yields will end 2023 below current levels We expect lower global risk appetite, as well as rising country-specific risk premia in some cases, to put upward pressure on the yields of 10-year local-currency government bonds in emerging markets... 21st December 2022 · 4 mins read Asset Allocation Update Assessing the fall-out from the change to the BoJ’s YCC The surge in government bond yields around the world in response to today’s decision by the Bank of Japan to tweak its policy of Yield Curve Control highlights the risks to international markets posed... 20th December 2022 · 4 mins read Pagination Previous … Page 61 Page 62 Page 63 Page 64 Current page 65 Page 66 Page 67 Page 68 Page 69 … Next
Global Markets Update Investors already seem braced for further falls in inflation Further big falls in inflation seem now to be discounted in major developed markets, especially the US. That helps to underpin our view that high-grade government bond markets will only rally a little... 12th January 2023 · 3 mins read
Global Markets Update Despite hawkish ECB, we expect lower E-Z yields While we think the hawkish ECB poses a near-term threat to euro-zone government bonds, we still expect their yields to be lower, in general, by the end of this year. Drop-Ins – The World In 2023 (10... 6th January 2023 · 4 mins read
Global Markets Update We think EM yields will end 2023 below current levels We expect lower global risk appetite, as well as rising country-specific risk premia in some cases, to put upward pressure on the yields of 10-year local-currency government bonds in emerging markets... 21st December 2022 · 4 mins read
Asset Allocation Update Assessing the fall-out from the change to the BoJ’s YCC The surge in government bond yields around the world in response to today’s decision by the Bank of Japan to tweak its policy of Yield Curve Control highlights the risks to international markets posed... 20th December 2022 · 4 mins read
