31/03/2025 Europe in focus amidst fiscal boost Optimism around fiscal spending plans in Germany and in Europe has boosted the region’s stocks.
27/01/2025 President Trump: First week A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
20/01/2025 Inflation in focus ahead of Trump’s inauguration A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
6/01/2025 After two strong years, what will 2025 bring? Negative years like 2018 and 2022 are often followed by strong recoveries, as seen in 2023 and 2024.
6/01/2025 Bond yields on the rise A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
9/12/2024 European bonds shine ahead of ECB meeting European bonds have performed strongly over the second half of the year and remain appealing heading into 2025 thanks to projected ECB rate cuts.
18/11/2024 Inflation trend is falling Price pressures in the US and eurozone are abating, although some inflation components could be volatile.
5/08/2024 Central banks divergences on display Central banks' diverging actions are on display as the Fed holds rates steady, the BoE cuts rates on easing inflation, and the BoJ raises rates to tackle...
29/07/2024 Benefit from the EM story through India Indian markets have delivered strong gains this year on expectations of strong economic growth and demand.
17/06/2024 US inflation is moderating The latest CPI data for May was lower than the April number and was also below market expectations.
21/05/2024 US consumer price pressures are subsiding US inflation is subsiding and this could be positive for bonds
22/04/2024 Global growth forecast revised higher, again With 2024 global GDP growth forecast similar to the numbers of 2023, the IMF is no longer expecting a slowdown.
15/04/2024 ECB's next move should be a rate cut Explore how ECB's anticipated rate cuts in June could fuel European bond interest amid global inflation and rate decisions. A pivotal move for the markets.
25/03/2024 Central banks’ divergences in sight Explore the divergences in central bank policies and their impact on global bond investments. Discover potential opportunities in bonds and equities amidst...
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...
