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...
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...