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Key points:We expect Jay Powell and Christine Lagarde to push back against “early cuts” narrativesThe BOJ is preparing minds to normalisation, even if prude...

The macroeconomic outlook suggests lower interest rates in 2024. Markets may have got ahead of the game in terms of the extent to which rate cuts are priced in...

Key pointsThe global economy is expected to slow down, while inflation and financial conditions are expected to ease further - but the pace and impact on levera...

Key points:Transition to zero emissions is happening much faster than many predict - mainstream forecasters consistently underestimate its paceThey get the futu...

Key points:Global economic growth is likely to remain subdued in 2024, with some pick-up in 2025Given bond yields have risen to multi-year highs, fixed income h...

Key points:Large-cap companies provide access to global sources of revenueDiligent stock selection is crucial to identify long-term growth potential during peri...

Key points:For investors who wish to exclude CCC and below rated assets, but still want to include high yield exposure in their asset allocation, a B/BB approac...

COP 28 is taking place against a background of emerging “decarbonation backlash”. Taking stock of the latest wave of the EIB’s Climate Survey, we explore...

Key points:Rates are likely to stabilise as disinflation takes hold but oil could still be a headwindCurrent yields offer attractive entry points for euro credi...

I’m not going to go on about the great bond rally we enjoyed in November. After all, I got it wrong during the third quarter (Q3) when the US economy boomed a...