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Chris Becker
28.08.24 Macro Morning By Chris Becker - Aug 28, 2024

Overnight saw more wobbles on equity markets as bond markets led the risk charge, notably European fixed income on the back of the French political imbroglio and US 2 year Treasuries in the wake of...

Francesco Casarella
Is the 60/40 Portfolio Still Efficient Amid the AI Boom? By Francesco Casarella - Aug 27, 2024

Investors saw the 60/40 portfolio face challenges in 2022 but witnessed a strong recovery in the following years. The rapid advancement of AI is now reshaping this classic strategy. With bonds set...

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