Schroders' investment teams forecast Fed rate hikes in the United States; long-term yields to rise amid credibility concerns

Schroders’ investment teams forecast Fed rate hikes in the United States; long-term yields to rise amid credibility concerns Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

August 12, 2026

Schroders’ investment teams and Economics Group publish Q3 2026 global outlook; Long-term yields surge on central-bank credibility concerns

Schroders’ investment teams and Economics Group publish Q3 2026 global outlook; Long-term yields surge on central-bank credibility concerns Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

August 12, 2026

Nahostkonflikt belastet US-Aktienmärkte in New York; Alphabet-A-Aktien minus 3,8%

Nahostkonflikt belastet US-Aktienmärkte in New York; Alphabet-A-Aktien minus 3,8% Kommentar Aktien International Marktkommentar 12. August 2026 Aktien International Täglicher Marktkommentar aus dem BEKB-Handelsraum Übersicht Übersee Schluss Veränderung (in %) Volumen (Mrd.) Dow Jones Industrial 53'792 0.3 S&P 500 7'728 0.3 NYSE: 1.18 Nasdaq Composite 26'445 0.6 Nasdaq: 7.81 Nikkei 225 67'548 0.9 Hang Seng 25'394 1.0 Shanghai Composite 3'945 0.3 Europa Vortag Trading Range Weitere Kurse DAX 26'391 26'160 – 26'460 USD/CHF 0.8120 EUR/CHF 0.9370 EuroStoxx 50 6'551 6'400 – 6'700 Gold 4'388 USD/Unze Stoxx 50 5'548 5'400 – 5'700 NY WTI-Rohöl-Future 83.70 USD ...

August 12, 2026

Emerging market debt remains resilient amid uncertain markets; Latin America leads with +12.6% YTD

Emerging market debt remains resilient amid uncertain markets; Latin America leads with +12.6% YTD Emerging market debt remains resilient as uncertainty tests markets Emerging market debt remains resilient as uncertainty tests markets Strong investor demand is helping performance overall, while divergence continues between commodity-exporting economies and those exposed to oil supply disruption. Despite the recent mild correction, emerging markets debt (EMD) continues to demonstrate resilience amid exceptionally uncertain global macroeconomic, monetary and geopolitical backdrops. This resilience is reflected in the sustained inflows into the asset class, as shown in the chart below. Improving demand from foreign investors has helped maintain the strong outperformance recorded over the past three years. This favourable performance trajectory has also remained firmly in place despite recent renewed upward pressure on developed market bond yields. ...

August 12, 2026

Schroders warns rising long-term yields threaten global financial markets; central bank credibility risk spurs higher yields worldwide

Schroders warns rising long-term yields threaten global financial markets; central bank credibility risk spurs higher yields worldwide Economic and Strategy Viewpoint - Q3 2026 Economic and Strategy Viewpoint - Q3 2026 Despite fading macro fears, the biggest risk to markets may come from rising long-term yields as concerns over central bank credibility intensify. Having brushed off the Iran shock, we continue to believe that the global economy will deliver solid growth over the coming years and that inflation is the bigger concern. Accordingly, rather than recession, the biggest threat to risk assets is that question marks over central bank credibility cause long term yields to surge higher. ...

August 12, 2026

Kaoru Yamamoto und Yuki Ohira geben Konzert in Biberach; Teufelstrillersonate galt lange als unspielbar

Kaoru Yamamoto und Yuki Ohira geben Konzert in Biberach; Teufelstrillersonate galt lange als unspielbar Klassik in Biberach mit Kaoru Yamamoto und Yuki Ohira Die beiden preisgekrönten Musikerinnen aus Japan sind seit Langem zu Recht ein fester Bestandteil von „Klassik in Biberach“. Ihre virtuose, hochmusikalische Spielweise und ihr unprätentiöses Auftreten begeistern regelmäßig das Publikum in Europa und Asien. Erleben Sie ein mitreißendes Konzert mit „ Teufelstrillersonate“, dem sagenumwobenen Werk des italienischen Barockmeisters Guiseppe Tartini, das lange als unspielbar galt! Auf dem Programm stehen zudem die „Thuner Sonate“ von Johannes Brahms sowie die berühmte „C-Dur – Fantasie“ von Franz Schubert, die für jeden Geiger und jeden Pianisten zu bezwingende „Achttausender“ darstellen. Wir wünschen Ihnen viel Freude mit diesen drei großen Werken der Literatur für Violine und Klavier an einem Abend! ...

August 12, 2026

Emerging market debt remains resilient worldwide; Latin America leads with +12.6% YTD

Emerging market debt remains resilient worldwide; Latin America leads with +12.6% YTD Emerging market debt remains resilient as uncertainty tests markets Emerging market debt remains resilient as uncertainty tests markets Strong investor demand is helping performance overall, while divergence continues between commodity-exporting economies and those exposed to oil supply disruption. Despite the recent mild correction, emerging markets debt (EMD) continues to demonstrate resilience amid exceptionally uncertain global macroeconomic, monetary and geopolitical backdrops. This resilience is reflected in the sustained inflows into the asset class, as shown in the chart below. Improving demand from foreign investors has helped maintain the strong outperformance recorded over the past three years. This favourable performance trajectory has also remained firmly in place despite recent renewed upward pressure on developed market bond yields. ...

August 11, 2026

Investors boost emerging market debt performance globally; Angola bonds >8% yield

Investors boost emerging market debt performance globally; Angola bonds >8% yield Emerging market debt remains resilient as uncertainty tests markets Emerging market debt remains resilient as uncertainty tests markets Strong investor demand is helping performance overall, while divergence continues between commodity-exporting economies and those exposed to oil supply disruption. Despite the recent mild correction, emerging markets debt (EMD) continues to demonstrate resilience amid exceptionally uncertain global macroeconomic, monetary and geopolitical backdrops. This resilience is reflected in the sustained inflows into the asset class, as shown in the chart below. Improving demand from foreign investors has helped maintain the strong outperformance recorded over the past three years. This favourable performance trajectory has also remained firmly in place despite recent renewed upward pressure on developed market bond yields. ...

August 11, 2026

Sportverein aus Sachsen bewirbt sich als Ausrichter des Japanaustauschs 2027 im sächsischen Regionalprogramm in Leipzig; Deadline 30. November 2026

Sportverein aus Sachsen bewirbt sich als Ausrichter des Japanaustauschs 2027 im sächsischen Regionalprogramm in Leipzig; Deadline 30. November 2026 Für die Ausrichtung des Japanaustauschs 2027 bewerben - Landessportbund Sachsen Für die Ausrichtung des Japanaustauschs 2027 bewerben zoom Für das sächsische Regionalprogramm innerhalb des 54. Deutsch-Japanischen Sportjugend-Simultanaustausches 2027 der Deutschen Sportjugend (dsj) sucht die Sportjugend Sachsen (SJS) einen interessierten Sportverein, der im nächsten Jahr für knapp eine Woche gastgebender Sportverein sein möchte. Bewerbt Euch bis zum 30. November. ...

August 11, 2026

Wallenius Wilhelmsen ASA Q2 2026 report, Asia; Maintains 2026 EBITDA target at USD 1.6bn

Wallenius Wilhelmsen ASA Q2 2026 report, Asia; Maintains 2026 EBITDA target at USD 1.6bn Q2 2026 - document Wallenius Wilhelmsen ASA Q2 Report 2026 Investor Relations Anders Redigh Karlsen anders.karlsen@walwil.com Media Idha Toft Valeur idha.valeur@walwil.com Wallenius Wilhelmsen at a glance Wallenius Wilhelmsen is a global leader in the handling of automobiles and heavy rolling equipment at sea and on land. We operate in 28 countries and employ around 12,000 people on our vessels, in our terminals, offices, and processing centers. Every year, we transport, assemble, complete and upgrade millions of units – making us an integral part of the global automotive and industrial supply chains. Headquartered in Norway, we run a truly global organization managing the flow and completion of vehicles and heavy equipment from inside the factories all the way to the end user. In the traffic or at a construction site, chances are high that you are looking at something we have handled. Leveraging future-forward solutions and technologies, including AI, to optimize our operations – we focus on providing visibility and control throughout complex supply chains. We have an ambitious target of net-zero carbon emissions by 2040 based on a fundamental belief that this will create long-term value and benefit our customers, shareholders, employees and partners. Wallenius Wilhelmsen ASA is listed on the Oslo Stock Exchange under the ticker WAWI. Wallenius Wilhelmsen ASA – Q2 Report 2026 2 ...

August 11, 2026