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Fed to continue rate cuts next week, AllianzGI predicts
24 October 2025Firm expects 25bps cut but warns of market volatility if cut doesn't materialise
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Boom or bubble? AI gives RLAM 90s flashbacks
09 October 2025Affiliate warns of parallels with dot-com bubble as central banks start cutting rates in earnest, despite the spectre of inflation still refusing to be banished
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AllianzGI predicts July Fed rate hold this week, marks September for potential change of direction
25 July 2025Continues to favour US yield curve steepeners and favours an exposure to US TIPS at the 5 and 10-year part of the curve
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Pimco predicts "binary" Fed rate trajectory scenarios
25 June 2025Central bank could cut aggressively if labour market weakens significantly, manager says, but may also not cut at all in 2025
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Tariff watch: is the US at an inflection point?
09 June 2025Investors are split on whether the US economy has weathered the worst impacts of the White House's tariff rollercoaster or if there could be more to come
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Fed will hold rates this week, AllianzGI predicts
06 May 2025Affiliate expects downward pressure on dollar and still favours US yield curve steepeners
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US/Europe economic outlooks trade places, AllianzGI says, favours curve-steepeners
18 March 2025Firm's global CIO fixed income says "market euphoria" following November's US elections now a "distant memory"
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Fed to err on the side of caution, Generali Investments says, as rate decision nears
27 January 2025FOMC decision due this week
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Fed to hold rates and ECB to cut next week, AllianzGI says
24 January 2025And favours curve steepeners in both the US and Germany
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Markets may have over-estimated Trump growth and inflation impact, RLAM says
20 January 2025As firm braces for bond market volatility in 2025