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The Law of the Strongest

Asset Allocation, Nadège Dufossé, Macro
As we write these lines, the US market is approaching its historical peak, last reached in February 2025, and most asset classes have posted positive returns in local currency since the start of the year.
  • Research Paper, Fixed Income, Bob Maes, Philippe Dehoux

    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.
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US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna, Lauren Goodwin

Trump’s Economic Policy

The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?
Charudatta Shende, Nicolas Jullien, Fixed Income, US elections

Ballots to Bonds

Following the US election, what will the bond landscape look like around the world in the near term and the medium term? President-elect Trump should be able to implement much of his political agenda over the next few years. We think four themes stand out: Tariffs, Regulations, Tax Cuts, and Immigration. What we don’t yet know is the timing and the magnitude of these elements.
US elections, Lauren Goodwin

US elections : Hear it directly from the US

In the run up to the November 2024 US elections, our special correspondent in the US, Lauren Goodwin, Chief Market Strategist at our parent company New York Life Investments, shares her analysis on the campaigns and how US investors are navigating the environment. Every two weeks. Make sure to visit our US Chronicles !
Nadège Dufossé, Florence Pisani, Asset Allocation, US elections

Update on US elections

Donald Trump heads back to the White House as the 47th President, with an increased likelihood of a Republican sweep. Yesterday (6 November), market reactions were strong, with US stocks hitting all-time highs, 10Y bond yields jumping to 4.5%, and the dollar surging against most currencies.
US elections, Nadège Dufossé

How should we position portfolios ahead of the US elections ?

Numerous statistics are being published on the performance of financial markets in the run-up to the US elections. US presidential elections do not occur often enough to generate statistically significant data, but we generally observe an increase in volatility from the summer preceding the election date, with range-bound markets. After the election, the uncertainty usually subsides, and the promises of the future new president may generate an end-of-year rally.
Nicolas Forest, Florence Pisani, US elections

Should we be afraid of the US elections ?

With the partisan divide hardening in the run-up to November 5, the presidential race was revived with the withdrawal of Joe Biden at the end of July. In just a few weeks, Kamala Harris has breathed new energy into the Democratic campaign.

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