Archive

  • RLAM warns of possible "big bond bloodbath" in US next year

    03 October 2024

    Economic stimulus could cause US economy to overheat, Trevor Greetham says, coinciding with Covid bonds maturing

  • Expect structural volatility to return in 2025, AllianzGI says

    01 October 2024

    Overly-aggressive market rate cut expectations may trigger repricings, manager says

  • Investors missed fixed income boat, research finds

    26 September 2024

    Research 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

  • Fed's half-point rate cut poses stimulus cycle question to investors, Generali Asset Management says

    19 September 2024

    As balance of priority for central bank's intervention pace shifts in favour of labour market

  • ECB and Fed rate cuts won't sway BoE, Canada Life Asset Management says

    17 September 2024

    Affiliate expects Thursday rate decision to hold rates steady, despite recent poor economic data

  • Overdue, healthy, market correction suggest overblown fear of recession

    14 August 2024

    The 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

  • Insurers cautious but unalarmed by equities volatility

    06 August 2024

    RLAM says investor nervousness on the US recession risk may be overstated

  • First Fed rate cut set for September, Pimco says

    02 August 2024

    After FOMC's decision Wednesday to hold rates between 5.25% and 5.5% for now

  • Inflation and high rates not going away soon, RLAM says

    01 February 2024

    Senior 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%

  • An ex-Fed head preaches calmness in times of trouble

    09 November 2023

    Thomas Sullivan, ex-Federal Reserve senior associate director, says macro risk is the biggest worry for insurance markets right now. But regulators should not be stymying investment innovation