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Continental drift

30.03.2018

Read the analysis by Raphaël Gallardo, multi-asset strategist in the Investment and Client Solutions investment division.

  • Trump policies combined with Fed gradualism…
  • Fed and markets underestimate the inflationary impact of this growth regime.
  • But a positively-sloping yield curve is necessary to attract FXhedged foreign purchases of Treasuries…

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On 3 April 2018, Natixis Asset Management became Ostrum Asset Management.