10/06/2024 Fixed Income & FX Bond investing when Central Banks are in motion The outlook for bond market, reassessing risks and opportunities in fixed income space.
6/06/2024 Emerging Markets India's election outcome and its economic implications The Talks outlines the outcome of the Indian elections and its implications on the policy front, as well as investment consequences and opportunities.
4/06/2024 Podcasts Outerblue Convictions – Global Investment Views – Data drivi... Outerblue Convictions explores global investment trends and diverging paths shaped by economic growth, inflation, and monetary policy data. Key insights...
21/05/2024 US consumer price pressures are subsiding US inflation is subsiding and this could be positive for bonds
10/05/2024 Portfolio Allocation Stock-Bond Correlation: Theory & Empirical Results In this study, we provide an overview of stock-bond correlation modeling.
6/05/2024 Investment Views Global Investment Views - May 2024 Explore our Global Investment Views for May 2024: Unraveling the complexity of the Fed's policy, inflation outlook, and identifying investment opportunities...
3/05/2024 Insurance Capitalizing on aligned interests with banks to diversify re... Discover an innovative case study on how a European insurer utilized fund structures to meet banks' liquidity needs, enhancing returns under Solvency...
3/05/2024 Insurance Amundi Insurance Insights #2 Amundi Insurance Insights #2 unveils strategies for insurers to adapt to regulatory changes, optimize capital, and embrace biodiversity in their investment...
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.
4/04/2024 Investment Views Global Investment Views - April 2024 Explore the late-cycle environment. Gain insights into the US economic outlook, inflation concerns, and Emerging Markets' resilience. Stay informed on...
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...
7/03/2024 Insurance Adapting to higher interest rates while optimizing prudentia... Explore strategic adjustments insurers navigate in fixed income portfolio allocation amid evolving economic dynamics. Learn how Matching Adjustment optimizes...
1/03/2024 Investment Views Global Investment Views - March 2024 Stay ahead in finance with expert insights on markets, economy, and valuations. Explore latest views : multi-asset strategies, fixed income, equities,...
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...
