Macroeconomy There is a wide divergence between strong purchasing-manager index (PMI) data for services and much weaker data for manufacturing, particularly in advanced economies. With declines in order backlogs and the increase in invent...

By François Rimeu, Senior Strategist, La Française AM Is artificial intelligence a revolution? The artificial intelligence revolution appears to be well underway, if the profits and forecasts released by Nvidia in May are anything to go ...

By Peter Garnry, Head of Equity Strategy at Saxo Japanese equities are on the radar of global investors in a way we have not seen in decades. The equity market in Japan was historically a hunting ground for deep value stocks, but the Japan...

Pictet Alternative Advisors (PAA), the Pictet Group’s wholly owned alternative investment business, has announced the final close of its second flagship real estate co-investment fund at USD 362m, exceeding its target size of USD 300m. The...

By Peter Garnry, Head of Equity Strategy at Saxo Chinese equities have underperformed equity markets such as Mexico, South Korea, India, Malaysia, Japan, Indonesia, and Vietnam by 12% this year as global investors are increasingly getting ...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. A big central banking week looms with meetings at the US Federal Reserve and the European Central Bank (ECB), and their respective policy decisions on Wednesday and Thur...