12 October 2022 ‘If interest rates peak in six months, now is time to act’ Many investors are on the fence about re-entering the badly battered bond market...
30 September 2022 Analysis: no end in sight to euro weakness Panic appears to rule the world's most liquid financial market, the foreign...
27 September 2022 NN IP: ‘Capital markets are in complete disarray’ “Capital markets are in complete disarray and we are detecting structural...
20 September 2022 Amundi sees opportunity if Italy spread hits 300 bp Top market experts at Europe’s biggest fund manager, Amundi, do not believe that...
15 September 2022 As inflation subsides, M&G eyes slowdown and war Central bank interest rate hikes seems to have had their desired effect, with...
12 September 2022 Chart of the week: A few rate hikes, but then what? In retrospect, we can say that central banks used the annual Jackson Hole...
06 September 2022 Pictet: equities underweight, downgrades Chinese stocks Pictet Asset Management advises its clients to remain underweight in equities...
29 August 2022 Chart of the week: German inflation nearing 10% It was a huge shock. The 37.2 percent increase in German producer prices, or PPI...
26 August 2022 Jan Vergote: central bankers and inflation... quo vadis? In the last month, we have seen a sharp recovery in the stock market that most...
22 August 2022 China offers opportunities; manageable risks Last quarter, the Shanghai A-share Index did 11 per cent better than the S&P 500...
