Chart of the week
Since December 2021, cyclical stocks, known as value stocks (banks, energy, and automobiles in particular), have …
Tag: interest rates
Omicron variant pushes sovereign interest rates to abnormally low levels
Chart of the week
With the announcement of the new Omicron variant on November 26, fixed income market interest rates …
Fed meeting twists the yield curve
Chart of the week
In the days immediately following the Fed’s weekly meeting on 16 June, markets were volatile and …
Bond markets: both inflation and hope at the beginning of the year
Analysis
By Eléonore Bunel, Head of Fixed income management at Lazard Frères Gestion
After a general fall in interest rates …
Market outlook S2 2020 | Unreasonable equity markets?
Part 5 : unreasonable equity markets?
We believe that the backdrop for equity markets remains favourable. Despite earnings outlooks being …
