Higher long-term yields are reshaping the market backdrop, but strong earnings, continued AI investment, and U.S. economic advantages remain supportive for risk assets.
The four largest hyperscalers are expected to spend roughly $700 billion on AI capital expenditures this year, a scale with few historical parallels outside the railroads. Equity analyst Irena Petkovic examines what that spending is actually buying and what has to be true for it to pay off.
In this episode of Amundi Convictions, the host, Swaha Pattanaik, returns to the studio to speak with Monica Defend, head of the Amundi Investment Institute. They focus first on the sharp rise in global bond yields and the policy interventions that rattled markets over the summer.
Join MFS Co-CIO of Fixed Income Pilar Gomez-Bravo as she explores why diversification remains critical in uncertain markets and the case for global fixed income.
Join MFS Co-CIO of Fixed Income, Alex Mackey, as he discusses what the Fed's silence means for investors and the opportunities and risks shaping U.S. fixed income markets.
In this episode of Unearthed, hosts Joe Cavatoni and John Reade break down a volatile August for gold, with prices reaching highs of roughly $4,700 before correcting following hawkish comments from Kevin Warsh.
Euro short-duration credit strategies maturing in under three years have the potential to limit sensitivity to interest-rate rises, help control drawdowns during volatile periods and provide stability and steady income. The deep and liquid short-duration Euro fixed income market accounts for about one-third of the Euro…
Hosts John Reade and Joe Cavatoni are joined by Dr. Robin Kolvenbach, CEO of Argor-Heraeus, a major precious metals refining company. Together they unpack the drivers behind the refining industry.
In this episode, Marina Mets, Head of Fixed Income, Currencies and Commodities at FTSE Russell, speaks with Troy Dixon, Head of Global Markets at Tradeweb, about how technology, data, and market innovation are transforming fixed income investing.
All eyes are on AI and tech, but do other sectors offer exciting investment opportunities? In this episode, MFS explains how industrials are evolving from cyclical businesses into innovation-driven growth companies. Hear how they are supported by multiple secular growth drivers beyond AI, and why the sector can offer a…
The Nordic high-yield bond market has grown significantly in recent years to about 15% of the European market. Anna-Karin Hempel, a Senior Portfolio Manager in the Fixed Income team at Alfred Berg, part of the BNP Paribas Group, points out to Chris Iggo, a member of the Investment Insights team at BNP Paribas Asset…
