Graph of the Week –...
In the face of higher (for longer) interest rates, equity markets have been drawing support from companies reporting better-than-expected earnings…
10/05/24
Europe
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Graph
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Article
Fixed Income Outlook – Corporate...
We expect corporate bonds to deliver positive returns in the coming quarters, primarily due to the attractive yields. With money…
24/04/24
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Article
Weekly Market Update – Could...
Financial markets are reassessing the outlook for US interest rates not only because of stronger-than-expected US growth and inflation, but…
22/04/24
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Article
Fixed Income Outlook – Not...
Another higher-than-expected US inflation number means the US Federal Reserve should be in no rush to cut rates before price…
22/04/24
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Article
Weekly Market Update – Third...
Hopes that higher US inflation in January and February would prove to be transient were thwarted as consumer prices rose…
15/04/24
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Graph
Graph of the week –...
The latest data shows weaker eurozone inflation in March with headline running at 2.4% year-on-year, below the consensus forecast of…
12/04/24