With tariff uncertainty affecting market expectations and consumer confidence, bonds are back as a key diversification engine for global investors.

Outperformance in European equities has been mainly driven by banks, the industrial, and technology sectors.

The article reports that January's Consumer Price Index (CPI) rose by 0.5%, reaching an annual rate of 3.0%, and discusses core inflation drivers and...

Price pressures in the US and eurozone are abating, although some inflation components could be volatile.

Outerblue Convictions explores global investment trends and diverging paths shaped by economic growth, inflation, and monetary policy data. Key insights...

Stay ahead in finance with insights on central bank policies, global economic trends, and investment opportunities. Navigate rate cuts and market uncertainties...

Bonds and EM stand out in the Santa Rally.

Tune into Outerblue Convictions to hear Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, assess if recent events have influenced...

Receding inflation good news but inflation fight not over

Look out for growth, but with an eye on inflation

Risk assets have been in wait-and-see mode since summer’s end, but they are still pricing in a soft-landing scenario in which inflation continues to fall...

Our latest global investment views looks into what investors can expect as we head into the final months of 2023, including GDP growth divergences, central...