Published by Olivier De Larouziere

QUARTERLY
FIXED INCOME OUTLOOK Q1
FIXED INCOME OUTLOOK Q1
PORTFOLIO PERSPECTIVES | Article - 10 Min
Fixed income outlook - Sticky inflation
The latest data suggests that the US economy is headed towards a period of below-trend growth, if not outright recession....

QUARTERLY
FIXED INCOME OUTLOOK Q4
FIXED INCOME OUTLOOK Q4
PORTFOLIO PERSPECTIVES | Article - 14 Min
Fixed income outlook – The pressure is on
The US is facing slowing, but still strong demand and large negative supply shocks. We expect policy rates at between...