Weekly review by Steven Bell , Chief Economist (EMEA) at Columbia Threadneedle Investments After a challenging first half of the year both equities and bonds enjoyed a reversal of fortunes in 2022. Does this bode well for the remainder of...

By Ole Hansen, Head of Commodity Strategy at Saxo Bank The correction that for some commodities already started back in March has since the end of July increasingly been showing signs of reversing. According to the Bloomberg commodity sect...

By Tiffany Wilding, North American Economist, and Allison Boxer, Economist at PIMCO Bottom Line: As expected, both headline and core inflation moderated in July (both were below consensus, but in line with our forecast). However, the detai...

After the recent strong US employment numbers, fixed income markets hope to see at least small signals that inflation pressures are cooling off. But it will take more time before the economic cycle takes a decisive turn towards softer numbers. The...

Jacques Henry, Head of Equities, Pictet Wealth Management. Are rising yields jeopardising Private Equity? Private-equity returns were broadly flat in the first quarter of 2022 (latest data available), dragged down somewhat by venture cap...

Countertrend rallies are characteristic of secular bear market downtrends, and from that perspective, 2022 has been remarkably similar to previous bear markets in history. Until inflation abates and the Federal Reserve rebalances its priorities aw...