01 septembre 2023 Problems in China upset even enthusiasts Chinese growth is disappointing. Global asset managers are liquidating large...
30 août 2023 It's once again a cautious time for pearl diving among junk bonds High yield bonds are positioning themselves cautiously in the spotlight as...
26 juillet 2023 ‘Inflation is cooling off, but we aren’t through the woods yet’ In the wake of a sturdy first half characterised by ebbing inflation, stellar...
25 juillet 2023 A September rate hike is not a foregone conclusion The European Central Bank is set to make headlines again on Thursday as it is...
19 juin 2023 Artificial inconsistencies I'm a big fan of the Bank of America Global Fund Manager Survey. Firstly...
16 juin 2023 Nvidia and dawn of generative AI mark a new investment era The artificial intelligence revolution is in full swing, and Nvidia's recent...
08 juin 2023 Luxembourg develops China relationship amid US standoff Le Luxembourg espère que sa longue relation amicale avec la Chine pourra aider à...
08 juin 2023 Inflation declines surpass expectations amid volatility risks May saw a 6.1 percent increase in consumer prices in the EU compared to the...
08 juin 2023 JP Morgan AM says alternatives now are ‘absolute necessity’ The negative correlation between bonds and stocks is no longer a certainty due...
25 mai 2023 Fed’s ‘pause mode’ could take longer than market expects The market is expecting a 75 basis point rate cut by the Federal Reserve after a...