19/01/2026 US inflation down, but still above target Productivity gains should help keep labour costs in check over the medium term.
12/01/2026 ECB to stay on hold in early 2026 For now, the ECB is in a 'good place', with services inflation remaining high and activity data improving more than expected.
5/01/2026 Looking ahead after an exceptional 2025 2025 was an exceptional year for markets, with international equities and gold leading.
22/12/2025 Eurozone Multi-Asset shines in 2025 Double-digit returns on a 50-50 Eurozone allocation make 2025 one of the best years of the last decade.
15/12/2025 Fed cuts, keeps a balanced tone With its recent rate cut decision, the Fed has lowered its benchmark rate for a total of 75bp this year.
8/12/2025 Japan bond yields on the rise 2Y bond yields rose to their highest level since 2008 on hopes of a rate hike by the BOJ.
1/12/2025 UK budget aims for a balance UK budget projects less debt issuance in the near term (vs. market expectations), explaining the calm reaction in bond yields.
