20/01/2025 Economy & Markets The Fed’s dilemma This analysis reviews the January 2025 macroeconomic outlook, focusing on the Fed's inflation challenges and interest rate expectations.
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...
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...
18/03/2024 Gold has been shining bright this year Discover the latest insights on gold prices and the factors driving its surge this year. Learn about the impact of Fed rate cuts, geopolitical risks,...
5/03/2024 Economy & Markets Can the US sustain a rising debt burden? Dive deep into the intricacies of the burgeoning US debt crisis and its profound implications for the finance sector. Explore nuanced fiscal adjustment...
4/03/2024 Fed in no rush after strong US data Stay ahead in finance with insights on global markets. Navigate economic shifts & Fed rate cut expectations. Actionable strategies for credit & multi-asset...
20/02/2024 Economy & Markets Credit markets in focus in 2024 Discover investment opportunities in the resilient credit markets of 2024, with attractive valuations in Eurozone investment grade credit and promising...