On the Bench
Need more Guide to the Markets? Access an additional collection of Guide to the Markets slides, updated on a quarterly basis.
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Guide to the Markets – 4Q 2019
Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
Guide to the Markets – 3Q 2019
Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics through clear, compelling charts and graphs.
Weekly Bond Bulletin: Beijing at the helm
China’s monetary and fiscal efforts to manoeuvre a soft landing and cope with pressure from increased trade tensions are beginning to pay off. What are the broader implications?
Weekly Bond Bulletin: Will this time be different for Japan?
The Bank of Japan has reacted to a persistently flat yield curve by adjusting its Rinban operations and by signalling that a potential rate cut is around the corner. But will these attempts to steepen the curve be sustainable?
Weekly Bond Bulletin: On the rebound?
The year started with global macro data and quantitative valuations moving in opposite directions. Can this trend continue, or will one side give way?
Weekly Bond Bulletin: Picking up China
Despite the recent resurgence of growth worries, we maintain the view we expressed in February that Chinese growth will accelerate this year. This should be supportive for fixed income risk assets, especially if higher growth feeds through to other region
Have trade tensions been getting better or worse?
The topic of trade remains front of mind for investors, businesses and consumers. This year, online searches for the words “trade” and “tariffs” have surged to levels not seen at any point over the past 15 years.
Weekly Bond Bulletin: The continued case for credit
Valuations for high quality credit may seem slightly stretched in the context of outperformance so far this year, but with various catalysts ahead, we believe the asset class will remain in favour.
Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think