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Weekly Market Update – The impact of the rise in US bond yields on Asia
WEEKLY
MARKET UPDATE 26.10.2023
Front of mind | Article - 3 Min

Weekly Market Update – The impact of the rise in US bond yields on Asia

The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week.  The...

CHI LO
| 26.10.2023
Talking Heads – Standing tall: US small caps
Portfolio perspectives | Podcast - 14:11 MIN

Talking Heads – Standing tall: US small caps

With market expectations for a US recession being ‘kicked down the road’, the outlook for US small capitalisation stocks has...

VINCENT NICHOLS
+1 other(s)
| 23.10.2023
Fixed Income Outlook – Slowdown ahead
Portfolio perspectives | White paper - 10 Min

Fixed Income Outlook – Slowdown ahead

US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee...

OLIVIER DE LAROUZIERE
+1 other(s)
| 18.10.2023
Chart of the Week - US yield curve disinverts as markets reprice bond risk
Front of mind | Article - 2 Min

Chart of the Week - US yield curve disinverts as markets reprice bond risk

US 10-year Treasury yields rose as high as 4.88% in the first week of October, their highest level since 2007...

ANDREW CRAIG
| 10.10.2023
Mortgage-backed securities – Headwinds on the decline
Portfolio perspectives | Article - 3 Min

Mortgage-backed securities – Headwinds on the decline

US mortgage-backed securities look attractive now relative to government bonds. Headwinds in the form of, for example, rising central bank...

JOHN CAREY
| 02.10.2023
The case for US small-cap stocks
Front of mind | Article - 4 Min

The case for US small-cap stocks

At the start of the final quarter of 2023, many small-cap stocks are trading at a significant discount to their...

GEOFF DAILEY
| 29.09.2023
Medicare drug price negotiations – Not as simple as the headlines would imply
Front of mind | Article - 4 Min

Medicare drug price negotiations – Not as simple as the headlines would imply

Drug pricing reforms in the US will likely constrain growth for biopharmaceutical manufacturers, placing even greater importance on a company’s...

JON STEPHENSON
| 26.09.2023
Weekly Market Update – Divergence is the theme
WEEKLY
MARKET UPDATE 14.09.2023
Front of mind | Article - 4 Min

Weekly Market Update – Divergence is the theme

Divergence is a key theme in global markets now, with the manufacturing side of many economies much weaker than the...

CHI LO
| 14.09.2023
Chart of the Week - What's keeping the US economy afloat?
Front of mind | Article - 1 Min

Chart of the Week - What's keeping the US economy afloat?

The challenges faced by the European and US economies have been broadly similar: pandemic-related disruptions, higher inflation, and large increases...

DANIEL MORRIS
| 05.09.2023
Weekly Market Update – Back to school for markets
WEEKLY
MARKET UPDATE 31.08.2023
Front of mind | Article - 5 Min

Weekly Market Update – Back to school for markets

In the last week of August, economic data has mostly surprised to the downside, resulting in a fall in interest...

ANDREW CRAIG
| 31.08.2023
Weekly Market Update – Paying the piper
WEEKLY
MARKET UPDATE 24.08.2023
Front of mind | Article - 3 Min

Weekly Market Update – Paying the piper

Massive US government fiscal stimulus has supported household consumption and business investment, but at the cost of higher interest rates....

DANIEL MORRIS
| 24.08.2023
Weekly Market Update – A bull in a ‘China shop’
WEEKLY
MARKET UPDATE 17.08.2023
Front of mind | Article - 3 Min

Weekly Market Update – A bull in a ‘China shop’

Gains in equity markets this year reflect an outlook where economies continue to grow despite tight monetary policy, while the...

CHI LO
| 17.08.2023