— Immigration restrictions may reduce the U.S. labor force by 2.1 million people, which could cause upward wage pressure and push inflation higher.
— We...
From Guy Stear, Head of Developed Markets Strategy at the Amundi Investment Institute
Three factors that have contributed to the shift in sentiment
▪ Market reversal: Global...
By RJ Gallo, Senior Portfolio Manager, Fixed Income at Federated Hermes
With the Fed expected to begin its easing cycle later this year, bond markets...
There are three reasons to be optimistic writes Johann Plé, Green Social and Sustainability Bonds Strategy Manager at AXA Investment Management
Last year was a...
The 5 Cs of credit is a simple framework to understand the creditworthiness of an individual, company and even government. These days, credit ratings...
Comments from Erik Weisman, Chief Economist and Portfolio Manager, MFS Investment Management
The Fed is right where it should be right now. Congratulations are in...
From Matthew Macreadie, Executive Director, Credit Strategy and Portfolio Management - IAM Capital Markets
Australia’s inflation problems may see 50bps of further monetary tightening,...
An Amundi Institute cross asset investment strategy research paper.
High inflation has not triggered a wage-price spiral in the advanced economies.
Monetary tightening has contained inflation expectations...
From Richard Gluyas, NAB
The nation’s growing appeal to investors as a relatively stable democracy with sound economic fundamentals is attracting enhanced capital flows from...
