Throughout the year we ask bond and currency managers to consider valuations, expectations and outlooks for the coming months. Today, we’ve put the spotlight on U.S. rates and inflation expectations, credit markets and casualties from rising U.S. interest rates.
The U.S. economy has been growing for nine straight years—but current macroeconomic indicators hint that the good times may be coming to an end as soon as next year.
The breakdown of Italy’s proposed coalition government led to soaring Italian government bond yields and queries about what’s next for the eurozone’s third-largest economy. Today, Wouter Sturkenboom, senior investment strategist, updates his views in light of recent developments.
Fiscal stimulus in the U.S. and newly imposed tariffs make today’s late-cycle bull market stand apart from previous ones. Does this mean it could end differently too?
A strong start for markets in January was quickly replaced by uncertainty and volatility, both of which continue to this day. How might the rest of the year play out?
