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Central banks

Weekly Market Update – How do you walk the central banks' talk?
Front of mind | Article - 4 Min

Weekly Market Update – How do you walk the central banks' talk?

Government bonds could have paused for breath after their sharp November rally on market expectations of rate cuts early in...

NATHALIE BENATIA
| 07.12.2023
Asset Allocation Monthly – Bonds rally; still cautious on equities
MONTHLY
ASSET ALLOCATION
Portfolio perspectives | Article - 6 Min

Asset Allocation Monthly – Bonds rally; still cautious on equities

Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active...

MAYA BHANDARI
+1 other(s)
| 05.12.2023
Talking Heads – New realities for investors in 2024
Portfolio perspectives | Podcast - 11:40 MIN

Talking Heads – New realities for investors in 2024

In this episode of our Talking Heads podcast, Andrew Craig, Co-head of the Investment Insight Centre, and Daniel Morris, Chief...

ANDREW CRAIG
+1 other(s)
| 04.12.2023
Weekly Market Update – Immaculate disinflation?
Front of mind | Article - 4 Min

Weekly Market Update – Immaculate disinflation?

Data published this week in the US and eurozone suggests inflation may now be on a steady, downward glide path....

ANDREW CRAIG
| 30.11.2023
Weekly Market Update – Policy shift: are we there yet?
Front of mind | Article - 4 Min

Weekly Market Update – Policy shift: are we there yet?

The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’...

CHI LO
| 23.11.2023
Investment Outlook 2024 – Stepping into a new reality
Forward thinking | White paper - 24 Min

Investment Outlook 2024 – Stepping into a new reality

In 2024, the fuel that drove economic activity in 2023 will start running low. In the US, excess savings will...

Weekly Market Update – A week reinforcing hopes for a soft landing
WEEKLY
MARKET UPDATE 16.11.2023
Front of mind | Article - 4 Min

Weekly Market Update – A week reinforcing hopes for a soft landing

US macroeconomic data this week fed hopes of a soft landing for the US economy. Most importantly, US consumer price...

ANDREW CRAIG
| 16.11.2023
Weekly Market Update – Slowdown in sight
WEEKLY
MARKET UPDATE 09.11.2023
Front of mind | Article - 4 Min

Weekly Market Update – Slowdown in sight

The hard times equities and bonds went through in October now seem forgotten. November has had a strong start. What...

NATHALIE BENATIA
| 09.11.2023
Talking Heads – What’s next for eurozone government bonds?
Portfolio perspectives | Podcast - 15:38 MIN

Talking Heads – What’s next for eurozone government bonds?

Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the...

DANIEL MORRIS
| 06.11.2023
Weekly Market Update – Bond yields dip, a change in the yo-yo pattern?
WEEKLY
MARKET UPDATE 02.11.2023
Front of mind | Article - 6 Min

Weekly Market Update – Bond yields dip, a change in the yo-yo pattern?

Volatility remains high in US Treasury bond markets following the surge in yields since July. Having only recently breached the...

ANDREW CRAIG
| 02.11.2023
Weekly Market Update – The impact of the rise in US bond yields on Asia
WEEKLY
MARKET UPDATE 26.10.2023
Front of mind | Article - 3 Min

Weekly Market Update – The impact of the rise in US bond yields on Asia

The rise in yields of US Treasuries, which began in August, saw the 10-year yield reach 5.0% this week.  The...

CHI LO
| 26.10.2023
Fixed Income Outlook – Slowdown ahead
Portfolio perspectives | White paper - 10 Min

Fixed Income Outlook – Slowdown ahead

US Treasury yields have now reached levels that we believe offer attractive value given that the Federal Open Market Committee...

OLIVIER DE LAROUZIERE
+1 other(s)
| 18.10.2023