- ECB-inspired rally risks going too far
ECB-inspired rally risks going too far
Friday 03 February 2023
Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market...
Understanding the outcome of the latest ECB meeting and its fallout on the euro bond market.
28/11/2022 Research / Market
Global Investment Views - December 2022
Markets have seen some relief in a year that overall is likely to be remembered as among the most challenging for investors.
22/12/2022 Global Investment View
Global Investment Views - January 2023
The bear market rally materialised, but strong US November job market data cooled the markets’ dovish narrative, creating a mixed picture for US inflation, given that the service components remain sticky.
08/02/2023 Global Investment View
Global Investment Views - February 2023
Markets are shifting focus away from inflation towards growth, with a slightly less disruptive economic picture for Europe and a more optimistic view on China.