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Latest
Buy Hold Sell
Podcast
Series
Alternatives in Focus
Buy Hold Sell
Fund in Focus
Growth
Income Series
Livewire Live
Meet The Investor
Rapid Fire
Reporting Season
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
Private Assets
Property
Weekend Report
Find funds
Newsletter
FED
Latest news and analysis on FED
Macro
November 05, 2025 09:44
Code, build and repeat
Stock market returns of more than 20% are common around the world this year.
Chris Iggo
AXA Investment Managers
November 05, 2025 09:44
Macro
January 16, 2025 09:07
The US is keeping rate cut hopes alive
The December CPI print delivered a much-needed downside surprise, relieving some of the market anxiety that the U.S. economy is at the beginning of a second inflation...
Seema Shah
Principal Asset Management
January 16, 2025 09:07
Macro
December 19, 2024 12:16
Another Fed rate cut, but policy uncertainty ahead
At its December meeting today, the Federal Open Market Committee decided to lower the benchmark policy rate by 25 basis points to 4.25%-4.50%, its third consecutive...
Seema Shah
Principal Asset Management
December 19, 2024 12:16
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Macro
November 10, 2024 14:44
US election places additional uncertainty on the Fed
The Fed’s November rate cut, though widely expected, sets a cautious tone as policymakers navigate a complex landscape under the upcoming Trump administration. With...
Seema Shah
Principal Asset Management
November 10, 2024 14:44
Macro
October 03, 2024 14:34
Life after the first cut
The Fed chose a bold first move to ensure a soft landing. The ensuing trajectory remains very dependent on the US elections outcome though.
Chris Iggo
AXA Investment Managers
October 03, 2024 14:34
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Yes we're in a stock market bubble, no you shouldn't sell: T. Rowe Price's Scott Berg
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Buy Hold Sell: US earnings season and 2 stocks (not Nvidia) that crushed
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2 stocks Anna Milne says are best placed for healthcare’s next chapter
Stephanie Gardner,
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Baxter’s recovery story: When temporary pain creates lasting value
John Goetz,
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