Articles


By François Rimeu, Senior Strategist, La Française AM
At this week’s meeting, the US Federal Reserve (Fed) will most likely leave key rates unchanged, as widely anticipated by the markets. However, this meeting could bring a lot of volatility...
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By Althea Spinozzi, Senior Fixed Income Strategist at Saxo
Long-term yields are poised to rise further amid hawkish central banks, quantitative tightening, and the BOJ looking to exit the yield curve control. We expect 10-year Bund yield...
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Over the last decade private markets have become an integral part of capital markets, not only as a provider of capital where public and governmental funding cannot plug the gap, but also as a tool for institutional investors to diversify th...
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Comments by Franck Dixmier, Global CIO Fixed Income at AllianzGI.
The European Central Bank may have switched off autopilot, but inflation remains high, so we still expect another interest rate rise at its September meeting. Markets seem ...
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Due to high core inflation, the Federal Reserve and major central banks continue to raise interest rates. A US recession is expected to occur in the fourth quarter of this year or the first quarter of 2024, leading to a further global economic...
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China's real estate sector is ailing. The recovery after the coronal shockdowns has failed to materialise and the housing market in particular is feeling the blows. But how important is this sector really to the Chinese economy? Real estate an...
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