23 octobre 2023 Italy’s Debt Landscape: A Déjà Vu of 2012 or Worse? As Italy's 10-year interest rate hovers around 5 percent, flashbacks to late...
20 octobre 2023 Geopolitical tensions reshape investors’ trust in Treasuries The escalating conflict between Israel and Hamas challenges the appeal of US...
16 octobre 2023 Yield curve points to US labour market storm The chart making waves on social media isn't getting attention without reason...
12 octobre 2023 Possible turning point for the world economy In 1973, during Yom Kippur, Israel found itself under siege from countries...
04 octobre 2023 ‘Our growth stocks could increase fivefold’ Investors often overlook the growth potential of companies exposed to megatrends...
02 octobre 2023 Consumer spending concerns: A glimpse into the future? A recent chart from UBS has caught my attention. It indicates a surprising...
26 septembre 2023 CIO debate unpacks pressing concerns over inflation Inflation concerns continue to shape market predictions. "For three months, we...
22 septembre 2023 Why a recession could be the best thing for your portfolio Federal Reserve Chairman Jerome Powell's recent announcement that U.S. interest...
15 septembre 2023 Changing tide in Japan: markets brace for BoJ policy shift Market participants are bracing for an unexpected — and for a long time...
11 septembre 2023 Baillie Gifford’s EM strategy counts on India, LatAm, Indonesia Pension funds are keen for asset managers to increase allocations to India, some...