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...
7/02/2024 Investment Views Global Investment Views - February 2024 Stay ahead in finance with insights on central bank policies, global economic trends, and investment opportunities. Navigate rate cuts and market uncertainties...
29/01/2024 Red Sea disruptions: small impact so far, but a risk to watch Explore the regional impact of Red Sea traffic suspensions on global economy and finance. Stay updated on latest trends and analyses for informed decisions.
15/01/2024 Jobs and inflation on market’s radar Amid a large consensus that the rate hike cycle has ended, markets are now trying to assess the timing of the next rate cuts. Together with inflation...
18/12/2023 Fed and ECB: towards rate cuts in 2024 The Fed was clearly dovish, judging from its statement, revised projections and press conference. The ECB committee was more prudent, yet still paving...
15/12/2023 Economy & Markets Dovish Fed contemplates rate cuts: risks to weaker US growth persist Markets reacted positively to the Federal Reserve's December policy meeting, but investors should be cautious as risks to weaker US growth persist.
30/11/2023 Investment Views Global Investment Views - December 2023 Receding inflation good news but inflation fight not over
14/11/2023 Economy & Markets Central banks’ unwinding will put more public debt in market hands Investors should prepare for a new quantitative tightening paradigm, as major central banks have started unwinding their large balance sheets.
28/07/2023 Economy & Markets Fed moving to a pause with a very data-dependent approach The Talks elaborates on the banking stress in US and the FOMC May meeting.
25/07/2023 Podcasts Outerblue Convictions – Global Investment Views: Receding inflation doesn’t mean the battle is won
24/07/2023 Investment Views Global Investment Views - August 2023 Receding inflation doesn’t mean the battle is won yet
29/06/2023 Investment Views Global Investment Views - July 2023 Don’t ignore the economic weakness ahead.
26/05/2023 Investment Views Global Investment Views - June 2023 Bonds (and cash) are back on the radar screen. Read more of our monthly investment views.