November 9, 2023
Topics: Economic news, Portfolio Managers
While fixed income and equities saw a notable decline due to negative market sentiment, in the U.S., the rise in the S&P 500 index was primarily fuelled by the Information Technology sector, comprising 28% of the index.
November 2, 2023
Topic: Economic news
This edition of our monthly publication takes you on a journey through the inflationary episodes of the 1940s, the 1970s, and the present day, offering insights into how exogenous shocks, goods and services inflation, and wage dynamics have evolved within the U.S. economy.
October 26, 2023
Topic: Economic news
With clearer signs that monetary policy is moderating spending and relieving price pressures, Governing Council decided to hold the policy rate at 5%.
October 12, 2023
Topic: Economic news
"With three quarters of the year already in the books, to say that the global economy has outperformed expectations so far is an understatement."
— Sébastien Mc Mahon, Adil Mahroug & Tuyen Tran, iAGAM
October 10, 2023
Topics: Economic news, Portfolio Managers
After a strong rally in equities in the first half of 2023, most major regions declined in the third quarter. In fixed income markets, government bond returns were negative across developed markets as the U.S. 10-year yield reached the highest level since 2007.
