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Thème investissable : Accepter la rupture
Thème investissable : Naviguer sur les taux
Thème investissable : Tendre vers la durabilité

Naviguer sur les taux

Élections américaines : mise à jour des résultats

Les élections américaines de 2024 pourraient représenter un moment important pour l'économie et les marchés à l'échelle mondiale. De la politique fiscale au commerce, lisez notre première évaluation des résultats.

DÉCOUVRIR PLUS

Navigating Rates

Bond market view: smooth landing in sight?

The US Federal Reserve’s policy pivot has ushered in a new investment regime that should help provide a near-term floor for risk sentiment

Navigating Rates

CIO roundtable: what can investors learn from a super-election year?

Going into the year, 2024 was always set to be an intense election period, with polls in more than 60 countries. It turned out to be even more action-packed than anticipated, with snap elections in France and Japan giving investors even more to focus on, in addition to the US election. What are the implications of one of the busiest years in election history? We asked our global CIOs how investors could position themselves in a shifting political terrain.

Achieving Sustainability

COP preview: managing expectations

As COP 29 and COP 16 approach, we explore expectations for both against the backdrop of political intensity and ever rising global temperatures.

Achieving Sustainability

Rewiring technology for sustainable growth

Technology brings new opportunities, but also sustainability challenges. The sector must balance both for an improved sustainability footprint.

Analyse Maison T4 2024 : Changement de braquet

Quelles seront les conséquences de ce tournant décisif pour les investisseurs ?

Navigating Rates

Fixed Income Forward: September 2024

A highly anticipated rate cut by the US Federal Reserve has finally arrived. We think the current more proactive rate-cutting cycle looks very favourable for bond investors.

Achieving Sustainability

Engaging to shape a strong workforce

Investors have prioritised climate change and corporate governance over social issues. But, employee-related social concerns are moving into the spotlight.