27/01/2025 President Trump: First week A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
20/01/2025 Podcasts Outerblue Convictions – Global Investment Views – Goldilocks... Swaha Pattanaik and Monica Defend, Head of Amundi Investment Institute, explain what’s been happening in the US and UK and explore what these mean for...
20/01/2025 Inflation in focus ahead of Trump’s inauguration A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
6/01/2025 Bond yields on the rise A change in market expectations on US inflation and economic activity has driven the recent surge in bond yields.
26/08/2024 Summer rotation in equities Rotation in equities sees new opportunities beyond large cap tech. Explore promising sectors with reasonable valuations and sustainable growth.
5/07/2024 Economy & Markets UK election delivers no-drama outcome Britain’s Labour Party returned to power for the first time in 14 years after winning a large majority in parliamentary elections.
11/06/2024 The ECB initiates rate cuts after a long gap As expected, the ECB reduced its policy rates for the first time in the last five years.