3/03/2025 Bond markets in focus amid growth concerns With tariff uncertainty affecting market expectations and consumer confidence, bonds are back as a key diversification engine for global investors.
25/11/2024 Gold and geopolitics Gold prices have remained resilient this year, rising around 30% year-to-date.
18/11/2024 Inflation trend is falling Price pressures in the US and eurozone are abating, although some inflation components could be volatile.
14/11/2024 Bond yields in Trump 2.0 US bond yields and the dollar rose on expectations that new government’s policies could boost economic growth.
4/11/2024 US soft landing on track The US economy grew at a stronger than expected pace in the third quarter, but the pace was slower than Q2
28/10/2024 Equities in elections time The S&P equal weighted index has outperformed the market-cap weighted S&P 500 since June.
21/10/2024 EM powering ahead Emerging markets are likely to drive global growth in the long term, led by favorable demographics and demand.