Search
Take Two: Central banks diverge on rate decisions; US inflation rises by less than expected
What do you need to know?The European Central Bank (ECB) kept its benchmark interest rate at 2% last week. The widely anticipated decision followed a downward r...
That was that…cheerio 2025, welcome 2026
US President Donald Trump provided markets with a lot to think about in 2025. The imposition of trade tariffs was his most significant policy decision, but it i...
Take Two: Fed cuts rates; China’s trade surplus tops $
What do you need to know?The Federal Reserve (Fed) cut US interest rates by 25 basis points (bp) to a three year-low of 3.50%-3.75%, with two of the 12-member c...
AXA IM’s ETF platform turns three: Flagship NASDAQ 100 UCITS ETF reaches key anniversary milestone
Take Two: OECD expects global GDP to reaccelerate in 2027; Eurozone inflation rises
What do you need to know?The Organisation for Economic Co-operation and Development (OECD) expects global economic growth to accelerate to 3.1% in 2027, up from...
Clean and orderly
The widespread focus on artificial intelligence and strong global equity market returns have left bond markets a bit under the radar in 2025. Yet fixed income r...
Staying on course: the evolution of quant investing
40 years of fundamentalsThe rapid evolution of technology has not altered what is, in my view, the core challenge of equity investing: understanding fundamental...
- Load 10 more articles More articles will be added on the page when the button is clicked. The focus will be reassigned to the first new item