Economic news
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Silver’s Resurgence in 2024: A Precious Metal with an Industrial Edge
By Ole Hansen, Head of Commodity Strategy at Saxo
Ole Hansen
Looking to the future, silver's dual nature as both an industrial and precious metal will continue to influence its market dynamics. Silver often outperforms gold during periods when industrial metals...
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Europe, a contrarian investment with positive asymmetry
Kevin Thozet, Member of Investment Committee, Carmignac
The main perception is that Europe will be the main casualty of the latest US election and a Trump 2.0 administration, as the economic growth differential will be expected to further widen and the riskof...
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Record highs, positive sentiment – what could go wrong?
Chris Iggo, Chair of the AXA IM Investment Institute en CIO of AXA IM Core
The Stella Artois stock market – In the spirit of 2024 being a stellar year for the S&P 500 index and to reflect the current bullish consensus on equities, I thought I might...
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Commodities weekly: gains across all sectors in December
By Ole Hansen, Head of Commodity Strategy at Saxo
Ole Hansen
Commodities have so far yielded gains across all sectors this December, led by grains and energy. Despite several headwinds, the Bloomberg Commodity Total Return Index has delivered a year-to-date...
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Columbia Threadneedle: Fed to cut rates this week, but also signals pause in further cuts
Here's a preview by Dave Chappell, Senior Fund Manager, Fixed Income at Columbia Threadneedle Investments ahead of this week’s Fed meeting.
“There is a risk that US rates may rise from here, particularly longer dated Treasury yields. The Fed has been ableto...
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AXA IM: Fed to cut 25bp this week and maybe just once in 2025
As a 25bp cut by the Fed is widely expected this week, the market is going to be focused on any message on the future trajectory, writes AXA Group Chief Economist and Head of AXA IM Research Gilles Moëc. “The Fed cannot avoid providing some forward guidance...
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DWS launches two new actively managed ESG ETFs
Two new Xtrackers Green Transition Innovators ETFs expand ESG product universe
The two ETFs each actively invest in large or small cap stocks of companies with a high level of research and development activities in the field of green technologies
TER of 0.35...
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BlackRock: A limited Christmas cheer from the ECB
Response to the ECB rate cut from Roelof Salomons, Chief Investment Strategist at asset manager BlackRock .
• Prospect of further easing in 2025... The ECB cut interest rates by 25 basis points today. A key question for 2025 will be when and where the rate-cutting...
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MFS: Fed to cut rates by 25 bps, but all eyes will be on the new Fed ‘dots’
Erik Weisman, head economics at MFS.
The market is fully priced for the Fed to cut rates by 25 basis points this week. And in this respect, the market will not be disappointed. What will be far more interesting is what the new Fed “dots” tell us about Fed policy...
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Five things to watch in what could be a wild 2025
John J. Hardy, chief macro strategist, and Ole S. Hansen, head of commodity strategy, discuss what’s in store for 2025 – a year that’s already shaping up to become interesting. “Stay flexible. Don’t assume you have the answers. The big questions are what matter...
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Fidelity International: Fed delivers a hawkish cut as policy upheaval comes into focus
Commenting on yesterday’s Federal Reserve decision to cut rates by 25bps, Salman Ahmed, Global Head of Macro & Strategic Asset Allocation at Fidelity International said:
“The Federal Reserve (Fed) cut the Fed Funds Rate by 25 basis points (bps), as widely...
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Fidelity International 2025 investment outlook: The divergence dividend
A landmark US election, new stimulus in China, and growing geopolitical tensions mean the second half of the 2020s will be markedly different from what we’ve seen so far. Growth, inflation, and interest rates across the world’s economies are set to head in very...
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DWS expects ECB to cut rates again in January
Fourth interest rate cut this year – and it will not be the end
Today's rate cut is the ECB's response to deteriorating economic data, but also to its confidence that inflation will move towards its 2% target. Both are reflected in the projections. Over theentire...
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State Street: Institutional investors with biggest overweight in equities in 16.5 years
State Street Global Markets released the results of the State Street Institutional Investor Indicators for November. Over the past month, the State Street Risk Appetite Index rose the fourth consecutive month while the State Street Risk Holdings Indicators...
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MFS: Laura Reardon joins as fixed income institutional portfolio manager
MFS Investment Management has announced the appointment of Laura Reardon as a Fixed Income Institutional Portfolio Manager (IPM) within its Emerging Market Debt (EMD) team.
In this new role, Laura will be a member of the portfolio management team and an active...
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