Strengthening policy support and signs that manufacturing is stabilising point to a moderate recovery over the rest of the year, although China’s longer-term growth potential is weakening. In recent weeks, missed debt repayments by another majo...

By François Rimeu, Senior Strategist, La Française AM How the conflict between Israel and Palestine will unfold is extremely uncertain today. We do not claim to know the outcome, but have identified a certain number of potential consequences ...

Schroders has today unveiled SISF(1) Sustainable Global Sovereign Bond, a strategy created in response to investor demand for a sustainable global sovereign solution. The fund(2) aims to provide income and capital growth in excess of its be...

By François Rimeu, Senior Strategist, La Française AM Is inflation always political? September 2023 will be remembered for the sharp rise in rates across all bond markets. With the 10-year US up 46 bps, the 10-year German up 33 bps and the...

A far stronger-than-expected US employment report for September pushed bond yields to new 16-year highs last week and raised the possibility of a November interest rate hike by the Federal Reserve. Non-farm payrolls increased by 336,000 last month...

“I have not been this nervous in my whole career” By Steen Jakobsen, Chief Investment Officer, Saxo Steen Jakobsen The dramatic situation in Israel after this weekend's attacks could prove a geopolitical game changer. While the fog of w...