Laurent Denize, Global Co-CIO ODDO BHF AM. The 2022/2023 period was marked by a meteoric rise in money-market rates, from 0% to 5% in just a few months in the United States. However, the bond market has not kept up, with US 10-year yields ...

Every macroeconomic impact has at least three implicit dimensions. According to Simona Mocuta, Chief Economist at State Street Global Advisors, there are three implicit dimensions to the macro impact of the ongoing crisis: directionality, timing...

As currency volatility picks up, investors in emerging market debt, whether sovereign or credit, will benefit from active approaches to managing their investments. Mary-Therese Barton, Head of Emerging Market Fixed Income & Alain Nsiona Def...

Comment by Frederik Ducrozet, Head of Macroeconomic Research at Pictet Wealth Management on the US macroeconomic outlook. - Recent banking sector stress, although stabilizing, is likely to tighten financing conditions and further raise the prob...

In late March as part of a communication on 2023 budget priorities, the Canadian federal government detailed several measures to support investment in infrastructure and green energy. As the world's eighth largest economy, Canada is not to be outd...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Moment of truth Last week saw more signs of economic slowdown in the US, with a sizable drop in the ISM manufacturing and services indexes for March. The Challenger Re...