With the release last March of the final installment of the Intergovernmental Panel on Climate Change (IPCC) Sixth Assessment Report (AR6)[1](1), 2023 marked a turning point in the global climate change narrative. Across its nearly 10,000 pages, t...

- With the risk of inflation having largely receded, the rise in policy interest rates is now over. - In 2024, central banks will pivot towards monetary easing. - In a soft-landing scenario, the rate cut should be gradual. - The markets are m...

Comment by Peter Goves, Head of Developed Market Debt Sovereign Research at MFS, on the ECB meeting today. Tight conditions are dampening demand "As widely expected, the ECB kept all three of its policy rates on hold at the January meetin...

“At its first meeting in 2024, the ECB kept its borrowing costs unchanged, in line with consensus and our expectations. The policy statement saw some modest changes, sounding somewhat more optimistic on price pressures. The reference to elevated d...

"As widely expected, the ECB has left key interest rates unchanged. Inflation rates have now fallen far enough that no further interest rate hikes are necessary. However, the ECB does not yet need to lower interest rates as the economic outlook is...

By Robert Schramm-Fuchs, European Equities Portfolio Manager at Janus Henderson Investors “In our view, today’s ECB press conference is encouraging for equity markets. It seems the ECB President Mrs Lagarde left the door firmly open for an Apri...