Asset Managers’ Analysis of Its September Meeting
Date: 12 Sep 2025 · 21:34
Photo courtesyGrowth forecasts for 2025 were revised upward to 1.2%, as well as headline inflation for 2025 and 2026According to experts, the key question is whether the ECB has already concluded its easing cycle or if this is merely a pauseThe interest rate gap with the Federal Reserve is expected to narrow in the coming monthsFor some investment firms, this context favors short-duration bonds and high-quality defensive equitiesFranklin Templeton, Janus Henderson, Tikehau Capital, Candriam, Aberdeen Investments, Schroders, TwentyFour AM (a Vontobel boutique), AllianceBernstein, Amundi, and MFS IM share their assessments