Gaël Fichan Gaël Fichan


Portfolio Manager & Fixed Income Lead

Asset Allocation Insights
 Market Outlook - H2/2022
Market Outlook - H2/2022
- 17 Giugno 2022

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

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Flash
 Bringing inflation back to target at all costs
Bringing inflation back to target at all costs
- 17 Giugno 2022

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 [...]

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Flash
Hawkish fed but not more than feared
- 05 Maggio 2022

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

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Flash
ECB: do not miss the train
- 04 Febbraio 2022

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

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Flash
Off times for Emerging Market Sovereign Bonds
- 20 Gennaio 2022

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

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