Positioning for the US rate cut bounce
With only a few key data points standing between now and the Federal Reserve’s September meeting, expectations of a first cut in US interest rates...
Central banks
Investors back in the pre-correction saddle
Two weeks after global markets corrected sharply, fund flows have regained much of their previous shape.
Equity investors see the opportunities, fixed income investors the risks
August started with a major market correction triggered by shifting dynamics in the yen carry trade and some mediocre US labor market data. On...
Market Insights: Central Banks Update
With the G7 Central Banks meeting this week in Italy and global markets expecting the long-anticipated central bank ‘pivots’ to start lowering...
Green shoots for Europe stock funds
With the Bank of England and the European Central Bank widely expected to follow the example of their Swedish and Swiss counterparts, and start...
Investors feel the squeeze in early April
There were some unwelcome additions to the “higher for longer” list during the first week of April as geopolitical risks and energy prices joined US...