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Key points:2024 will be an extraordinary year politically, with more than 60 countries going to the polls – this will likely affect the course of sustainable...

Powell’s Q&A and the payrolls put paid to expectations of quick cuts by the Fed  Euro area January inflation – with concerning developments in ser...

Economies grow over time and investors get paid for taking market risk. Equities and credit have rewarded investors over recent years – even with the adjustme...

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...