07 December 2023 AXA: Expectations of rate cuts, price cooling ‘reasonable’ Market expectations of central bank interest rate cuts in 2024 are reasonable...
25 April 2023 Interest bounty underpins BCEE banking income The BCEE, one of Luxembourg’s main domestic banks and commonly known as the...
11 January 2023 Despite hawkish Fed, markets believe pivot is near Unlike the Federal Reserve itself, investors believe the “Fed pivot” moment is...
09 August 2022 Asian equities may now outperform With Europe and the US entering recession in the last half of this year, Asia...
28 March 2022 Chart of the week: end of the housing bubble? US mortgage rates have shot up since the start of this year. The 30-year fixed...
04 January 2022 Economist's view: five lessons from 2021 The nice thing about the investment profession is that creativity is more...
20 December 2021 Analysts guess at ECB policy direction It was the week of the central banks. The Bank of England raised interest rates...
17 December 2021 Economist's view: the importance of China in the portfolio While browsing through all the predictions for next year, I noticed that hardly...
09 December 2021 Economist's view: balanced portfolio does not protect now Since the 1980s, a balanced portfolio has been a great alternative to a full –...
08 December 2021 Candriam expects inflation to cool slowly in 2022 The current inflation surge is similar to the one after World War II. It then...
