Economic news

The dividend pay-off
Remember income? As 2024 is showing, making money on the stock market in the long run is about more than just picking the right growth plays. It’s true that growth stocks, which rise on the promise of future expansion and trends like AI, have been responsible...
BlackRock: Bank of Japan is carefully normalizing monetary policy
The Bank of Japan (BoJ) is carefully and gradually normalizing monetary policy. It kept rates on hold today – in line with market expectations - following last month’s step of raising rates for the first time since 2007. It maintained its policy rate in the 0.0-0.1%...
US commercial paper offers diversification opportunities
US corporate bonds today have an attractive risk-return profile and offer an excellent diversification for a diversified portfolio, says Georgios Costa Georgiou, Managing Director Global Head Fixed Income Product Specialists of Allianz Global Investors. Heis...
Chart Room: New European indices reveal CLO secrets
The launch of new indices for European CLOs are shining more light on this traditionally opaque market, uncovering the product and paving the way for a new wave of investors to participate. Until very recently, if you wanted a better understanding of what was...
La Française: Planet over Plastics: Towards a global agreement on pollution
By Frédéric Yo, ESG Analyst, La Française AM In March of 2022, a historic agreement was reached among 175 nations to forge by December 1st 2024 a legally binding ‘Global Plastic Treaty’ aimed at combating plastic pollution worldwide. However, progress in the...
Invesco launches global corporate bond ETF aiming to deliver a meaningful ESG improvement with low tracking difference
Invesco is launching a global corporate bond ETF that seeks to increase exposure to investment-grade issuers that demonstrate a robust ESG profile. The Invesco Global Corporate Bond ESG UCITS ETF will be passively managed, investing in the securities of corporate...
BlackRock: Case for a first ECB rate cut in June has strengthened
ECB: The first cut, but not the deepest cycle Bottom line: Unlike the Fed, the case for a first ECB rate cut in June has strengthened. But the jury is still out on the pace of cuts afterwards. Investors should keep the big picture in mind: rates in the euroarea...
DWS sees ECB rate cut of 25 basis points in June
Next stop June: we expect a rate cut of 25 basis points As expected, the European Central Bank (ECB) opened the door to a first rate cut today, although the final decision will depend on the inflation outlook, the underlying inflation trend and the strength...
The investment case for European equities
By Peter Garnry, Head of Saxo Strats Peter Garnry - Europe's economy: Investor sentiment is improving, real-time GDP indicators suggest the recession is ending, and lower energy prices are easing pressure on businesses and households. - European equities:...
La Française: No action in April but the first rate cut is coming
By François Rimeu, Senior Strategist, La Française AM The Governing Council (GC) should leave its interest rates unchanged at the April meeting, but ECB President Christine Lagarde will probably pre-announce that the GC will lower its interest rates in June...
Chart Room: China’s sportswear sector on the right track
In China’s slowing economy, sportswear remains one of a small number of industries underpinned by solid domestic demand. The disconnect between the sector’s improving fundamentals and depressed valuations creates opportunities. It’s no easy task finding sectors...
DWS launches new Xtrackers ETCs providing easy access to bitcoin and ethereum
- The new digital asset ETCs are the result of a strategic partnership with Galaxy, a financial services and investment management specialist in the digital asset and blockchain technology sectors - The products track 1:1 the performance of bitcoin and ethereum...
Steen Jakobsen, Chief Economist and Chief Investing Officer, leaves Saxo Bank
Saxo Bank, a global leader in multi-asset trading and investment, announces today that Chief Economist and Chief Investment Officer, Steen Jakobsen will be stepping down from his role after more than 20 years of service. During his tenure, Steen Jakobsen has...
Chart room: Bubble trouble? Not yet, say Fidelity analysts
Our latest monthly survey shows analysts are not worried about company valuations - yet. Information technology and communication services are the two sectors in which valuations currently appear most stretched, according to Fidelity International analysts and...
DWS expands range of Xtrackers ETFs aligned with United Nations Sustainable Development Goals
- Sustainable Development Goals (SDGs) address important global challenges - Xtrackers MSCI Global SDGs Social Fairness Contributors UCITS ETF tracks the performance of companies that are positively aligned with certain socially oriented SDGs - Almost 400 million...