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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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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
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Insurers cautious but unalarmed by equities volatility
06 August 2024RLAM says investor nervousness on the US recession risk may be overstated
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First Fed rate cut set for September, Pimco says
02 August 2024After FOMC's decision Wednesday to hold rates between 5.25% and 5.5% for now
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Inflation and high rates not going away soon, RLAM says
01 February 2024Senior economist and head of multi asset at affiliate say central banks unlikely to drop their guard on inflation quickly, as BoE votes to keep rate at 5.25%