Fixed Income Quarterly: Why a selective approach could be beneficial
Watch Olivier de Larouzière discuss his outlook for bond markets, the need for investors to be selective in fixed income,…
23/04/26
Location France
Joined 2021
Articles from Olivier De Larouziere
Video
Article
US sovereign debt – Yield curve to steepen further
We view the current strength of US GDP growth as heavily reliant on the investment boom related to AI, both…
22/10/25
Article
Eurozone rate cutting cycle nears its end
With the eurozone economy growing by 0.6% quarter-on-quarter in the first quarter and by 0.1% QoQ in the second for…
22/10/25
Article
Reasons why Europe is back on the investment map
The change in economic and geopolitical policies from the US administration, combined with a significant increase in European defence and…
14/10/25
Article
Emerging market debt – More to come after a good H1
While geopolitical concerns and trade uncertainty are likely to continue weighing on investor sentiment over the near term, emerging market…
22/07/25
Article
Corporate bonds – Tailwinds ahead
We are constructive on both the US and euro investment-grade segments as company fundamentals and technicals remain supportive in the…
21/07/25