Market views

Highlight

19NOV. 2019

Are we witnessing the US dollar’s fall from grace?

November’s multi-asset chart of the month highlights how a global shortage of US dollars could be reversing. This could signal the beginning of a weak phase for the currency.

2019

NOVEMBRE

14NOV. 2019

Climate Progress Dashboard: lack of action raises risk of significant disruption ahead

The lack of progress so far on limiting temperature rises means more urgent action will be needed in the coming years.

06NOV. 2019

Monthly markets review - October 2019

A look back on markets in October when risk appetite picked up amid hopes of progress on trade talks.

04NOV. 2019

Two lessons from the underperformance of alternative energy

Alternative energy stocks have significantly lagged the wider market over the last five years – what does this tell us about investing in the sector?

OCTOBRE

24OCT. 2019

How might EM investors benefit from the continued opening up of China’s capital markets?

As China’s capital markets continue to open up, we highlight the potential opportunity for emerging markets (EM) investors to reap the benefits of the broader opportunity set.

24OCT. 2019

The six biggest bull runs since 1962 (and their corrections)

We compare the current record bull market rally with previous ones over the past 60 years and consider whether or not it can last.

22OCT. 2019

What happens to high yield bonds in times of market stress?

We look at whether investors are right to be wary of high yield bonds amid rising macroeconomic and geopolitical uncertainty.

15OCT. 2019

The death of yields in six charts

Bond yields have declined remarkably since 2008, with a growing proportion now below zero. Here we highlight some extreme instances of ultra-low yields and look at what they mean for investors.