The US Inflation Reduction Act (IRA) presented in August 2022, in its support for the energy transition ($369 bn allocated), is proving to have a greater impact than initially anticipated, for US domestic industry of course but also by pushing Eur...

By Peter Garnry, Head of Equity Strategy at Saxo Peter Garnry The US equity market got a big jolt yesterday. SVB Financial plunged 60% as one of the most prolific venture capital firms advised its clients to withdraw cash from the bank. Th...

Broadening Access to the Private Markets for European Investors - The BlackRock Private Equity ELTIF, is a fully funded solution for BlackRock ’s flagship direct private equity co-investment strategy ensuring increased operational efficienc...

Pictet Asset Management has released its March Barometer. According to Luca Paolini, Chief Strategist, Pictet Asset Management, 'The risk-on rally that framed the start of the year abruptly ran out of steam in February. Investors had convinced the...

The travel and tourism industry has struggled with Covid, but they're reviving as the impact of the pandemic fades. Written by Pictet Thematic Advisory Board The global travel industry’s post-Covid revival is unlikely to be derailed b...

By Audrey Bismuth, Global Macro Researcher, La Française AM Developed by New Zealand economist William Phillips in 1958, the Philips curve illustrates a negative empirical relationship between the rate of unemployment and inflation. The negat...