25 November 2021 Economist's view: what lies behind the curve Rising house prices, records in the stock markets, extremely expensive bond...
19 November 2021 Interest rate hike will burst tech bubble It is not a question of whether the tech bubble will burst, but when, Amundi CIO...
18 November 2021 EM debt a paradise for active investors “The world needs to be prepared for a debt crisis in emerging markets. Rising...
22 October 2021 Economist commentary: the stability of the financial system Money only has value if there is a relationship with the value created in the...
13 October 2021 ING adjusts portfolios to turbulent energy market While the price of gas shot through the roof last week, it seems that a real...
29 September 2021 A value-growth barbell strategy The 10-year and 30-year US yields are pushing towards the top of their trend...
28 September 2021 Economic analysis: the start of the tightening cycle The Federal Reserve, the Bank of England and the ECB have all started to tighten...
11 August 2021 AXA sees no problem with low interest rates The bond market is in the doldrums. The value of the world’s negative yielding...
25 July 2021 Amundi: A monetary policy mistake is now the biggest risk A monetary policy mistake is now a very big risk about which markets are not...
19 January 2021 ‘Blue Wave yield spike has run its course’ In the aftermath of the surprise Democrat win in the Georgia Senate run-offs...