Economic news

Green shoots seen across key commodity sectors
By Ole Hansen, Head of Commodity Strategy at Saxo - Broad gains drive the Bloomberg Commodity Index to a three-month high - Strength in energy and industrial metals point to end of year-long consolidation - Copper at an 11-month high supporting strong week...
La Française: Rate-cutting cycles expected on the markets as early as June
By François Rimeu, La Française Asset Management Strategist February's bond correction on the short end of the curve needs to be tempered by macroeconomic figures The bond correction continued in February with quite violent movements in the short end of the...
Chart Room: overpriced, oversubscribed, but not over yet
Developing world governments borrowed as much in January and February of 2024 as they did in the same period of any of the last 20 years. And yet all indications are that a jump in investor interest in emerging credit and debt is just getting going. If youneeded...
La Française Real Estate Managers: European commercial property market - poised for a rebound in activity in 2024?
By Virginie Wallut, Director of Real Estate Research and Sustainable Investment, La Française Real Estate Managers In 2023, the tightening of central bank monetary policies to combat inflation caused a sharp rise in financial rates, which in turn pushed up yields...
MFS: ECB doesn't pull the trigger yet
In a nutshell, the ECB is more confidence about the convergence of inflation towards its target but is ready to wait a bit longer for more data before pulling the trigger. Lagarde was very vocal in signaling much more information will be available by the June meeting,...
M&G investit 150 millions d'euros au travers de sa stratégie Catalyst dans des acteurs innovants de l'agriculture régénératrice
M&G today announces a €150 million commitment to the Regenerate European Sustainable Agriculture Fund (the Fund) managed by specialist climate impact investment managers, Regenerate Asset Management (Regenerate). Founded in 2019, Regenerate’s vision is to transition...
Capital Group launches Sustainable Funds for investors in Europe and Asia
Multi-thematic approach to sustainable investing powered by fundamental research 27 February 2024: Capital Group, the world’s largest active asset manager (1), with assets under management of more than US$2.5 trillion (2), today launches three global, multi-thematic...
Gold and silver steal the limelight
By Ole Hansen, Head of Commodity Strategy at Saxo The commodities sector has started March on a firm footing with broad gains supporting the best weekly performance since October, and while obesity drugs and AI continue to receive a lot of bandwidth in the...
Grains dip, cocoa soars, gold and oil see rays of strength
By Ole Hansen, Head of Commodity Strategy at Saxo Commodities suffered a broad albeit moderate setback last month with all sectors trading lower, primarily led by a third monthly decline in grains after the sector hit a three-year low amid ample supply, in...
Getting closer
The large-cap S&P 500 rose 1% last week (in USD), meaning that the index put in a positive performance in 16 out of the past 18 weeks, something not seen since 1971. As usual last week, a large part of these gains came from the tech sector. Indeed, the tech-heavy...
Transitioning away from fossil energy production opens investment opportunities
The final communiqué of COP 28 in December 2023 marks a historic turning point in the fight against global warming. By stressing the need to "'transition away from fossil fuels in energy systems" in the coming decades, oil, gas and coal were put on an equal footing...
La Française: The untapped potential of gender diversity as a growth driver
By Claudia Ravat, ESG Analyst, La Française AM In the aftermath of the Covid-19 pandemic, women globally were re-entering the labour force at higher rates than men, signalling a modest recovery in gender parity. Despite this hopeful trend, the Global Gender...
Germany’s leading commercial and industrial (C&I) solar company – secures capital commitment of over USD 200 million from BlackRock
Germany’s leading commercial and industrial (C&I) solar company – secures capital commitment of over USD 200 million from BlackRock ENVIRIA, Germany’s leading commercial and industrial (C&I) decentralized energy solutions provider, announced it has...
Huge price jump bitcoin
Comment by Invesco (Ashley Oerth) Recent price action has primarily been driven by flows, in my view. The two recent jumps in Bitcoin prices, from Feb 8-16 and Feb 26-28 coincided with $3.2 billion USD and $1.7 billion USD of net inflows, making up almosttwo...
DWS: Core inflation eurozone remains problem child
Core rate remains problem child - ECB to remain data and not date dependent It is good news that headline inflation in the euro area continued to fall in February. It now stands at 2.6 per cent, as pressure on food prices in particular has eased considerably....