Alongside its decision to raise rates by 25bps to 0.5%, the MPC today sent an unmistakeably hawkish message, and we now expect further 25bp hikes in...
Global | Real estate to outperform bonds and equities
Posted by Mark Unsworth on Jan 28, 2022
Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and equities. We...
Global | Russia-Ukraine tensions: Asset market scenarios
Posted by Tatiana Orlova on Jan 27, 2022
Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...
Romania | The twin deficit will have a price to pay
Posted by Regis Chatellier on Mar 24, 2021
The Romanian economy has been growing fast, but at a price of a massive twin deficit and high reliance on external funding.
Have bond yields risen too high too soon?
Posted by Ben May on Mar 10, 2021
A rise in government bond yields – still only just returning to around pre pandemic lows – is not by itself a cause for concern. Rather, it’s the...