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20 mai 2024
Gestion multi-actifs
Multi-Asset
Chief Economist, EMEA
Inflation falls: how far will interest rates follow?
Inflation falls: how far will interest rates follow?
Inflation is finally falling in the US, UK and Europe, but will we see greater dispersion in central bank actions?
Watch time - 4 min
17 mai 2024
Dette émergente
Fixed income
EM Corporate Research Analyst
Ukrainian corporates are making a comeback – but is it temporary?
Ukrainian corporates are making a comeback – but is it temporary?
Businesses are taking differing approaches to managing their debt, and as we approach the point where paused repayments will resume, markets are looking at the ability of companies to uphold them.
Read time - 3 min
16 mai 2024
Actions
Equity
Head of Europe ex-UK Equities
Positives for Europe, but the Middle East could be a headache
Positives for Europe, but the Middle East could be a headache
Inflation is a stubborn problem in the US due to labour shortages, but this is much less of a factor in Europe where activity is dull but likely to recover as the consumer is well supported.
Read time - 1 min