Outlook 2026, Florence Pisani, Philippe Dehoux
The Fed under attack
Can political interference undermine the Fed's independence and credibility?
Philippe Dehoux, Lucia Meloni, Fixed Income, ESG, SRI, Climate Action, Biodiversity, Water, Sovereign Sustainability
Generating Impact in the Bond Space – But How?
Impact investments have kept rising over the past decades, reaching $1.6 trillion USD according to the Global Impact Investing Network (GIIN) – that is $ 1.6 trillion USD in assets allocated toward solutions supporting the Sustainable Development Goals.
Research Paper, Bob Maes, Philippe Dehoux, Fixed Income, Economic Outlook, Portfolio Construction
Euro Swap Spreads : Unpacking Asset Classes
You want to talk about euro swap spreads versus US swap spreads? We watch that, too. But to be honest, that graph is one of the last things we look at when managing euro fixed income aggregate portfolios. So if you want to see it, you’ll have to read all the rest of this page first.
Sylvain De Bus, Philippe Dehoux, Fixed Income, Portfolio Construction, Economic Outlook
Bonds are Back…So Which Ones?
European yields have returned to more historical norms following the years in the low-yield wilderness, while the German fiscal situation is reaching an inflection point.
Q&A, Fixed Income, Philippe Dehoux, Sylvain De Bus, Pierre Boyer
A diversified euro debt strategy to counter market volatility
Philippe Dehoux, Sylvain de Bus and Pierre Boyer explain how shortterm
bonds are making the most of what the euro fi xed income market
has to offer in the volatile environment ahead.