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Swiss Re Institute forecasts slower US and UK interest rate cut trajectories post-elections
18 November 2024Revises inflation forecasts up and expects "restrictive" Fed funds mid-point forecast of 3.9% by end of 2025
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RLAM warns of possible "big bond bloodbath" in US next year
03 October 2024Economic stimulus could cause US economy to overheat, Trevor Greetham says, coinciding with Covid bonds maturing
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Expect structural volatility to return in 2025, AllianzGI says
01 October 2024Overly-aggressive market rate cut expectations may trigger repricings, manager says
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Investors missed fixed income boat, research finds
26 September 2024Research from MPG finds 99% of respondents believe they failed to get ahead of Fed rate cut, and half predict up to $2.5trn will leave US money markets in next couple of years
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Fed's half-point rate cut poses stimulus cycle question to investors, Generali Asset Management says
19 September 2024As balance of priority for central bank's intervention pace shifts in favour of labour market
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ECB and Fed rate cuts won't sway BoE, Canada Life Asset Management says
17 September 2024Affiliate expects Thursday rate decision to hold rates steady, despite recent poor economic data
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M&G Investments launches China fund
12 September 2024Vehicle aimed at taking advantage of low Chinese equity valuations
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Impax Asset Management appoints new head of Nordics
27 August 2024Magnus Kristensen joins from Federated Hermes
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Q2 2024 dominated by three themes, LV= CIO says
20 August 2024"In almost seamless continuation from Q1," Adam Ruddle notes
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Overdue, healthy, market correction suggest overblown fear of recession
14 August 2024The recent market correction has been a healthy one that's shaken markets out of their complacency, according to Zurich, and the environment is still supportive of investment in US equities - as long as volatility doesn't stay for too long