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Interview with Alexander Eventon and Marc Lacraz, Fund Managers Corporate Hybrid Bonds.

The rebound in US third-quarter growth was already surprisingly good and now GDP has been revised even higher. 

Following the reassuring inflation data, central banks and markets want to believe a soft landing is possible.

The US Congress has reached an agreement, thus avoiding a government shutdown. The plan put forward by the Republican Speaker, Mike Johnson, is to fund some parts of the government through to January 19th and others through to February 2nd.

Geneva, Switzerland and Hanoi, Vietnam, 16 November 2023: Edmond de Rothschild is proud to announce a strategic partnership with Bank for Investment and Development of Vietnam (BIDV), one of the largest and most-esteemed banks in Vietnam, to build the leading private bank in the country.

Following Jerome Powell’s more accommodating stance and a sharp drop in bond yields in the previous week, the period under review was more restrained, even if volatility persisted. 

The corporate debt market currently offers an attractive risk/return profile, according to Edmond de Rothschild Asset Management.

European inflation ebbed faster than expected, retreating from 4.3% last month to 2.9% as energy prices continued to ease. The tamer inflation, combined with a sharp economic slowdown in Europe - as demonstrated by the 0.1% contraction in GDP during Q3 - should provide the ECB with the reassurance needed to halt its monetary tightening. 

(English version) With these podcasts, we'd like to share some of our key convictions on tomorrow's market trends.

The shock waves from the Middle East have seriously destabilised the region. The Israeli government is facing various challenges: it has to ensure the country’s security and restore its military credibility and power of deterrence. 

Geopolitical tensions rose by another notch, rekindling concerns over energy prices but also driving volatility on bond markets to levels last seen during the 2008 financial crisis.

The situation in the Middle East has raised geopolitical risk significantly. Markets were only briefly reassured by Joe Biden’s visit to Israel and the decision to send two aircraft carriers to the Mediterranean.