Gaël Fichan Gaël Fichan

Portfolio Manager & Fixed Income Lead

Market Outlook - H2/2022
Market Outlook - H2/2022

Economic growth is likely to remain positive during the second half of the year, supported by the reopening of the Chinese economy.

Bringing inflation back to target at all costs
Bringing inflation back to target at all costs

Yesterday the Fed hardened the tone to signal its determination to curb inflation. At all costs? After yesterday’s 75bps hike, the market’s reactio [...]

Hawkish fed but not more than feared

Yesterday, as expected, The Federal Reserve increased its benchmark interest rate by half a percentage point, in line with market expectations. In [...]

ECB: do not miss the train

Like the FED last week, the ECB’s official statement met market expectations but the press conference suprised.

Off times for Emerging Market Sovereign Bonds

Instability in EMs means sovereign bonds are subject to pain in the short term.