Weekly Market Update – Waiting...
In just two weeks, market expectations for monetary policy easing have changed significantly. Two 25bp interest rate cuts by the…
22/02/24
US
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Article
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Article
Dare to diversify
‘Don’t put all your eggs in one basket’, or at least not too many eggs, is a widely known maxim.…
21/02/24
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Podcast
Talking Heads – Consider the...
Investors with a penchant for yield and income should consider US investment-grade bonds, an asset class that stands to benefit…
19/02/24
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Article
Political tensions create selective opportunities
In this extract [1], portfolio managers of the BNP Paribas Aqua discuss how tense relations between the US and China…
16/02/24
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Article
Graph of the Week –...
Higher US worker productivity (output per hour worked), after a sharp pandemic-related dip, could help allay market and policymaker concerns…
16/02/24
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Article
Weekly Market Update – Strong...
US inflation appears stickier and growth has remained stronger than expected. Thus, a cut in US interest rates in March…
15/02/24