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Key points:Large-cap, innovative technology companies balance potential growth and volatilityImproving macro trends look positive for technology companiesAccele...

Key pointsWe expect a technical correction in the first quarter, which we believe is a good entry point to put risk back into portfoliosIndeed, we are optimisti...

Key pointsTechnology stocks and the Nasdaq index’s superior 2023 return compared to broader equity indices reflects the exponential growth rate of the tech se...

In the US, strong growth combined with further disinflation has raised the credibility of a very rare occurrence: a painless landing. In the Euro area, Christin...

What happened in 2023, and what do we think for 2024?At the start of last year, we pointed out that yields in our asset class were extremely attractive – 7.96...

No recession, lower inflation and stable-to-lower interest rates. That’s the consensus for 2024. It’s adapting, largely due to the resilience of the US econ...

Key points:Buy and Maintain strategies can offer investors many of the same benefits of more traditional active funds, while avoiding the pitfalls of passive in...

 US corporates fundamentals remain attractive with solid balance sheets despite the environment of higher financing costs.At a macro level, with the expect...