Market weekly – Fixed income: 2021 reflation trade, where art thou?

Market weekly – Fixed income: 2021 reflation ...

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What’s the outlook for yields and demand in euro credit?

Given its strong performance in recent years, does the Euro corporate bond market still offer attractive opportunities or has it become too expensive? Chris Iggo, Chief Investment Officer, AXA IM Core, talks to Boutaina Deixonne, Head of Euro Investment-Grade and High-Yield Credi ...  Afficher plus

Sustainability agenda – Capital and solutions for real-world issues

Increasingly, investors want to see real-world outcomes resulting from asset managers' sustainability-related efforts. Andy Craig, Co-Head of the Investment Insight Centre, and Jane Ambachtsheer, Global Head of Sustainability, tackle these and other topics as they review the pros ...  Afficher plus

Épisodes Recommandés

Inflation risks: 'too much complacency'?
In the market for more

In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead.

Lacalle s ...

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Inflation and the Stock Market: A complicated history
The Investopedia Express with Caleb Silver

Sam Stovall, Chief Investment Strategist for CFRA Research, joins the show to walk us through how historic rises in inflation have impacted markets, and what we should watch out for this time. Plus, speculation reverses as the hottest stocks of early 2021 have fallen from grace, ...  Afficher plus

Transports Tumble, LVMH's Warning, and the Fed vs. Stocks 4/17/24
Worldwide Exchange

A big part of the market's recent downturn is the Dow Transports, which is currently below its 50- and 200-day moving averages. Bank of America's Ken Hoexter lays out the road ahead. Plus, LVMH is higher despite reporting slowing sales growth. TEMA ETFs' Javier Gonzalez explai ...

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Mike Wilson: Challenging the Consensus on 2023
Thoughts on the Market

As 2023 begins, most market participants agree the first half of the year could be challenging. But when we dig into the details, that's where the agreement ends.


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Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Inves ...

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