The Dutch asset manager warns in its 2025 outlook that overly aggressive easing could accelerate inflation next year.
Tag: Soft landing
Were markets too complacent about a soft landing scenario?
Investors became concerned that the US Federal Reserve made a policy error.
Will central bank dreams of a ‘soft landing’ become a reality?
‘Goldilocks’ scenario of ‘not too hot and not too cold’ may become true with falling inflation in the UK, US and eurozone.
What do the conflicting signals of the bond market mean for investors?
Having priced in both rate cuts and a buoyant outlook for growth earlier this year, have bond markets now gone too far the other way?
Man Group: US bond yields are high, but valuations aren’t cheap
The US bond market is likely to sees spreads widen as higher-for-longer interest rates begin to stress the economy, says Man Group’s Sriram Reddy.
BNY Mellon IM: All scenarios bode well for bonds
Even if rate cuts don’t materialize, corporate bond returns still look attractive in 2024 according to BNY Mellon’s Insight Investment Management.
Amundi’s head of global macro: ‘A soft landing is not a safe landing’
Although markets believe a soft landing is now in sight, what does that mean for the ‘last mile’ for inflation conquest?
Don’t bet on a soft landing: Ninety One’s Stopford
Ninety One’s head of multi-asset income John Stopford says that the supporting factors that prevented a recession are fading.
UBS GWM backs quality bonds and tech stocks in 2024
UBS Global Wealth Management predicts both equities and bonds to generate positive returns next year under its base case.
PGIM Fixed Income’s Tipp sees soft landing
A conservative lending cycle, strong job growth and increased immigration are pointing to a higher likelihood of a soft landing, according to Robert Tipp, chief investment strategist at PGIM Fixed Income.
