The fixed income market is resolutely positioned for a “soft landing” on both sides of the Atlantic and, when controlling for the difference in potential GDP growth between the US and the Euro area, it is also AXA IM’s baseline, writes Group Chi...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. As an eventful 2024 gets underway, let us start by wishing you a successful year. The coming 12 months will see more than half the world’s population vote in elections,...

By Ole Hansen, Head of Commodity Strategy at Saxo As the 2023 hourglass runs out, it’s time to reflect on what kind of year it has been for commodities: a pretty mixed bag filled with good, bad and surprises. Aside from economic growth and...

After ratcheting up interest rates over the last two years, the US Federal Reserve used its 13 December meeting to open the door to rate cuts next year – a move its peers will ultimately follow, but not just yet. Nadia Gharbi, Senior economis...

Our view that the global recovery will gradually recover in the second half of 2024 and the chance that the US dollar weakens make us cautiously optimistic on select EM currencies. Luc Luyet, Currencies strategist, Pictet Wealth Management. ...

Nadia Gharbi, Senior economist, Lauréline Renaud-Chatelain, Fixed-income strategist, Milène Dumont, Strategist Pictet Wealth Management. Growth in euro zone periphery countries has been relatively resilient this year thanks to strong con...