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US/Europe economic outlooks trade places, AllianzGI says, favours curve-steepeners
18 March 2025Firm's global CIO fixed income says "market euphoria" following November's US elections now a "distant memory"
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Fed to err on the side of caution, Generali Investments says, as rate decision nears
27 January 2025FOMC decision due this week
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Fed to hold rates and ECB to cut next week, AllianzGI says
24 January 2025And favours curve steepeners in both the US and Germany
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Markets may have over-estimated Trump growth and inflation impact, RLAM says
20 January 2025As firm braces for bond market volatility in 2025
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Markets poor judge of interest rate trajectories in 2024, RLAM says
10 January 2025Interest rate expectations among four main factors shaping 2025, affiliate says
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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