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Inflation Remains a Key Market Concern
US input inflation surged in April, pushing bond yields higher as energy costs rise. The Fed is expected to stay cautious, balancing inflation control with signs of economic fragility.
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L’inflation continue de peser sur les marchés
L’inflation des coûts aux États-Unis a accéléré en avril, faisant monter les rendements. La Fed devrait rester prudente face à l’inflation et aux fragilités économiques.
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Rising bond yields and mounting uncertainty reshape fixed income conditions across markets
The rise in bond yields reflects inflation, policy repricing and fiscal strain, reinforcing a selective fixed-income allocation focused on curve positioning and shorter maturities across developed markets today.
News
Rising bond yields and mounting uncertainty reshape fixed income conditions across markets
The rise in bond yields reflects inflation, policy repricing and fiscal strain, reinforcing a selective fixed-income allocation focused on curve positioning and shorter maturities across developed markets today.
News
Les rendements augmentent, l’incertitude aussi
La hausse des rendements obligataires traduit l’inflation, la revalorisation monétaire et les tensions budgétaires, justifiant une allocation sélective par maturité sur les marchés développés à ce stade.
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Rising bond yields and mounting uncertainty reshape fixed income conditions across markets
The rise in bond yields reflects inflation, policy repricing and fiscal strain, reinforcing a selective fixed-income allocation focused on curve positioning and shorter maturities across developed markets today.
News
Rethinking global diversification: real economy, FX and geopolitics in focus for portfolios
In a more fragmented regime, global diversification extends beyond market cap: assess currencies, regions, sectors and supply chains to capture resilience, opportunity and risk sustainably.
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Rethinking global diversification: real economy, FX and geopolitics in focus for portfolios
In a more fragmented regime, global diversification extends beyond market cap: assess currencies, regions, sectors and supply chains to capture resilience, opportunity and risk sustainably.
News
Rethinking global diversification: real economy, FX and geopolitics in focus for portfolios
In a more fragmented regime, global diversification extends beyond market cap: assess currencies, regions, sectors and supply chains to capture resilience, opportunity and risk sustainably.
News
Everything you wanted to know about Date Centres
Data centres are evolving into a strategic infrastructure theme, as AI demand, grid access and cooling drive the case beyond storage and space, while specialist expertise becomes decisive for investors.