Vidéo : Les investisseurs plébiscitent le crédit Investment Grade européen

For decades the U.S. was the architect and anchor of a rules-based global system. But as Washington’s economic engagement with the world becomes driven more by national priorities rather than institutional commitments, the rest of the world is quietly building buffers and hedging U.S. dependency. As Jitania Kandhari and Saumya Jain explain, this is not the end of globalization, but the gradual de-Americanization of it.

An oil-driven shock is rippling through markets, so is it time to add or reduce risk?  We break down the key signals—correlation, liquidity and contagion—to determine whether this inflation shock turns into a growth scare and how to invest accordingly.

In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon discusses reasons why equities are not end of cycle, despite the perception that AI could eat entire industries.

Des rendements globaux élevés, soutenus par la solidité des bilans des entreprises et par une demande des investisseurs qui demeure soutenue, continuent d’offrir une opportunité de rendement total attractive sur le crédit Investment Grade européen. Visionnez notre vidéo pour en savoir plus.