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13 février 2025
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Equity, Global Equity
Japan’s economic revival – the first steps of a long-awaited transformation
Japan’s economic revival – the first steps of a long-awaited transformation
Japanese equities have enjoyed strong returns in recent years. Have investors missed the boat? We think not and remain constructive on the outlook from here.
12 février 2025
Obligations
Fixed income outlook update: the market comes out swinging
Fixed income outlook update: the market comes out swinging
The year started with some sharp moves in fixed income, with developments in terms of inflation trends and labour market conditions. Should investors reposition given these shifts?
11 février 2025
Dette émergente
In Credit Weekly Snapshot – February 2025
In Credit Weekly Snapshot – February 2025
Our fixed income team provide their weekly snapshot of market events.