Global Financial Markets Blogs

Emerging Markets Feel The Heat

Central banks across key emerging markets are hiking interest rates in an attempt to shore up investor confidence in the face of tightening US monetary policy. Two of the latest emerging market...

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Cyclical Assets Outperforming

As we noted in last Friday's blog entry, one of our global themes for 2014 is that safe havens are no longer likely to be in such hot demand as economic uncertainty subsides in the US and Europe,...

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Global Currencies: Pound Strong, Yen Weak

Sterling has been range-bound against the US dollar for most of the past four years, and although we have a short-term bullish bias towards cable, it still faces stiff resistance in the US$1.63/GBP...

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Global Equities: DM Surging Against EM

Over the long run, we continue to favour developed market (DM) over emerging market (EM) stocks, as the structural underpinnings in DM turn into tailwinds, while those of EM turn into headwinds. In...

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Global Economic Growth Improving

While much of the market's attention over the coming days will be focused on the US Federal Reserve's September 17-18 policy meeting, at which it will decide whether to taper QE3 (and we expect that...

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