By François Rimeu, Senior Strategist, La Française AM The time it takes for monetary policies to have an impact on the economy has been the subject of numerous research papers over the last few decades, and the conclusions often vary signific...

Fixed income assets under management have doubled over the past 10 years, making Capital Group one of the largest active bond managers worldwide Capital Group, one of the world’s largest and most experienced active investment managers, with ass...

Luca Paolini, Chief Strategist, Pictet Asset Management said: “China's re-opening has failed to deliver a market rally, US banking sector remains jittery and inflation is proving sticky. We extend our already cautious stance by shifting m...

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...