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Adapt to thrive in the Fixed Income Jungle

Fixed Income, Adapt to thrive
Over a decade ago negative rates started looming, creating an unprecedented environment. Well the Fixed Income space is definitely the opposite, a lush jungle dominated by the canopy, aka the AAA-AA ratings, covering an Investment Grade A to BBB ratings understory, down to the High Yield BB and lower ratings forest floor.
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Equities, Monthly Coffee Break

A positive start to the year

In January, European equities closed the month higher, outperforming the US and narrowing part of the valuation gap between the two sides of the Atlantic. In addition to attractive valuation multiples, the eurozone has benefited from improving macro data (the composite PMI edged into expansionary territory at 50.2 in January and retail sales have risen for five consecutive months) and the ongoing rate-cutting cycle from the European Central Bank (ECB), while the Fed has decided to pause rate cuts.
Equities, Geoffroy Goenen, Jean-Baptiste Sergeant

Let’s not neglect European equities!

Since the US presidential elections, US equities have been on an uptrend driven by a certain optimism, as the expectation of tax cuts and deregulation have fuelled the hope of accelerated corporate earnings growth.
Equities

Waiting for Trump 2.0

European equity markets ended the last month of the year on a positive note. The positive market trend was mainly driven by rate cuts and slowing inflation over the course of 2024.
Equities

A positive market response to the US elections results

In November, European equities closed the month up. Excluding the UK, however, European equities fell marginally due to a combination of concerns about US trade policy and earnings warnings from the automotive and consumer goods sectors. Consumer weakness in China and within domestic markets was cited as the cause in both cases. A strong Financials performance supported UK equities (+2.5%).
Equities

Positive outlook for US equities

In October, European equities closed the month lower. European headline inflation was revised down to 1.7% year-on-year in September (from the preliminary 1.8%).
Equities

The Fed's action rekindled the bullish momentum in all risky assets

Despite weak macroeconomic data (notably from Germany), European equities remained broadly flat in September, thanks to the announcement of the stimulus plan in China. However, Europe has faced the highest outflows since March 2022, to the benefit of emerging markets.

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