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 We think the sell-off in DM bonds will resume While the yields of long-dated government bonds in the euro-zone, UK and US have dropped back a bit in recent days, we think they will rise between now and the end of 2023. We expect increases in... 14th October 2021 · 4 mins read Global Markets Update Commodity prices and global equity markets We think the prices of most commodities will fall over the next couple of years, and that this will prove to be a headwind for many countries’ stock markets. But the strength of that headwind will... 7th October 2021 · 5 mins read Global Markets Update Taking stock of the sell-off in EM LC bonds We expect the yields of 10-year emerging market (EM) local-currency (LC) government bonds to rise over the coming years. But, in most EMs, we think yields will rise by less than the 10-year US... 6th October 2021 · 4 mins read Global Markets Update A deeper dive into Chinese equities’ sectoral performance While financials and real estate have been among the worst-performing sectors in the MSCI China Index this year we think that there may be scope for them, as well as the energy sector, to outperform... 29th September 2021 · 5 mins read Pagination Previous … Page 89 Page 90 Page 91 Page 92 Current page 93 Page 94 Page 95 Page 96 Page 97 … Next
Global Markets Update We think the sell-off in DM bonds will resume While the yields of long-dated government bonds in the euro-zone, UK and US have dropped back a bit in recent days, we think they will rise between now and the end of 2023. We expect increases in... 14th October 2021 · 4 mins read
Global Markets Update Commodity prices and global equity markets We think the prices of most commodities will fall over the next couple of years, and that this will prove to be a headwind for many countries’ stock markets. But the strength of that headwind will... 7th October 2021 · 5 mins read
Global Markets Update Taking stock of the sell-off in EM LC bonds We expect the yields of 10-year emerging market (EM) local-currency (LC) government bonds to rise over the coming years. But, in most EMs, we think yields will rise by less than the 10-year US... 6th October 2021 · 4 mins read
Global Markets Update A deeper dive into Chinese equities’ sectoral performance While financials and real estate have been among the worst-performing sectors in the MSCI China Index this year we think that there may be scope for them, as well as the energy sector, to outperform... 29th September 2021 · 5 mins read
