19/02/2024 US Inflation surprise on the Fed radar Stay updated on US services inflation's impact on Fed rate cuts. Explore actionable insights for flexible US fixed income and diversified global bond...
25/10/2022 Portfolio Strategy How do institutions segment their investment universe? In the first papers of this series, we addressed the issues of how institutional investors should set their investment objectives – a key element of any...
26/04/2021 Economy & Markets Shifts & Narratives #2 - Inflation: something deep awakens One year ago, as the Covid-19 crisis had just begun, we wrote about its potential inflation implications from both a cyclical and a structural standpoint....