By Johan Van Geeteruyen, CIO Fundamental Equity at DPAM As a second Trump term approaches, financial markets, investors, and policymakers are closely analysing its impact on the economy, monetary policy, and specific sectors. The legacy of Tru...

Please find below market commentary from Columbia Threadneedle Investments following the U.S. Presidential Election result today: MACRO: William Davies, Chief Investment Officer, commented: “President Trump’s victory has surprised some, but...

The State of play ahead of the US elections We do not think the release of the employment report for October last Friday changes the overall picture of the US economy. Job creation stalled, but the strike at Boeing combined with the hur...

By François Rimeu, Senior Market Strategist, Crédit Mutuel Asset Management The US Federal Reserve (Fed) will hold its upcoming monetary policy meeting amidst an uncertain electoral climate. The 25-basis-point rate cut (bps) seems almost cert...

Invesco is launching three thematic ETFs to provide investors targeted access to the powerful long-term trends of artificial intelligence (AI), cybersecurity and defence. Each of the new Invesco ETFs will follow innovative global benchmarks co...

If, as expected, the overall 'labour market cooling' message prevails, the Fed will cut again (by 25 bps), writes Gilles Moëc in his weekly Macrocast. Moëc is AXA Group Chief Economist and Head of AXA IM Research. Moëc explains that strong...