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.
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.
31/05/2024 Investment Views Global Investment Views - June 2024 The GIV elaborates on the latest views, convictions and outlook of our Global CIOs, different Investment Platforms and the Amundi Institute.