Asset Allocation Update REITs’ outperformance of equities likely to end soon Although US equity REITs still have comparatively high yields and low valuations, as well as solid fundamentals, we think that their outperformance of US equities will end given the outlook for... 9th October 2019 · 5 mins read
Asset Allocation Update Equities versus bonds in different inflation scenarios Although we forecast a correction in the US stock market later this year, we think it will outperform Treasuries by a large margin in 2020-21. This view rests on an assumption that inflation will... 30th September 2019 · 3 mins read
Asset Allocation Update Joint surge in US equities and Treasuries set to end This is the first Asset Allocation Update on our new Asset Allocation Service. The service considers the asset allocation implications of our comprehensive macroeconomic and financial market research... 23rd September 2019 · 3 mins read
