A falling stock market and sticky bond yields represent the worst of both worlds for investors. We interrogate why bond yields haven’t dropped more given the large selloff seen in equities.
Our Portfolio Allocation Summary for March 2025.
In this webcast, Dhaval will give an update on his key views for 2025. The discussion will include:
Why the US is heading into ‘mini stagflation’.
Why the BoJ must hike interest rates, and the global consequences.
The outlook…
Ryan will outline the value proposition in US bonds and discuss the main factors that will determine the direction of yields over the next 6-12 months, including:
Our Portfolio Allocation Summary for January 2025.
Vous êtes cordialement invité(e) à rejoindre Jérémie Peloso pour un webcast présenté en français le mercredi 29 janvier à 10:00 AM EST (3:00 PM GMT, 4:00 PM CET).
We forecast Treasury and corporate bond returns in three different economic scenarios. This report focuses on what returns might look like in a scenario where inflation is sticky and the Fed makes a hawkish pivot.
Our Portfolio Allocation Summary for January 2025.
Paradoxically, raging optimism on the US economy is making a reacceleration in growth less likely in 2025. The reaction of the bond market has made the Fed rethink its cutting campaign. Markets are also constraining Trump’s agenda.…
This is the time of the year when strategists are busy sending out their annual outlooks. Here on the Global Investment Strategy team, we decided to go one step further. Rather than pontificating about what could happen in 2025, we…