Articles


We have a deal
César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management.
Tariff and central banks dominated the news during the week, with 15% tariffs becoming the new 10%. On Sunday, US and the EU struck a 15% tariff dea...
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Robert Lind, Economist at Capital Group said: “The full impact of recent trade agreements has yet to materialise, leaving policymakers to navigate a delicate balance between slowing growth and the risk of persistent inflation. While the Federal Re...
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By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE.
"The reporting period for the second quarter is beginning. We are maintaining our high weighting in European equities."
Three surprises are currently shaping the European ...
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Laurent Denize, Global Co-CIO ODDO BHF.
"Therefore, the prudent investor should enjoy the summer break but also remain vigilant, staying prepared to act swiftly"
While it hasn’t been fully explained, many periods of market turmoil have...
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By Lowie Debou, Fund Manager Fixed Income at DPAM
Lowie Debou
We finally got a “trade deal” between the EU and the US! Although in reality what we got is more the key headlines to start up negotiations for a trade framework, being only one of...
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Defiant in the defeat
César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management.
Last week, 125 of the 248 seats in Japan’s House of Councillors faced re-election. Prime Minister Shigeru Ishiba’s ruling coalition lost its ho...
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