With the fruitful tandem of low central bank policy rates and muted inflation no longer carrying asset prices higher, as they did in the decade following the Global Financial Crisis, investors need to thoughtfully reconsider their portfolio constr...

Patrick Suck, Portfolio Manager of the ODOD BHF Polaris Flexible Last year, the sharp rise in inflation dominated developments on the capital markets. In view of the rapid rise in interest rates on both sides of the Atlantic, the valuations of...

Matt Christensen, Global Head of Sustainable and Impact Investing Matt Christensen The global reach of the Ukraine conflict that started last February has been extensive and revealing. An apparently local conflict has had far-reaching global...

By Charu Chanana, Market Strategist at Saxo Charu Chanana A better-than-expected growth outlook, along with the boost from China’s reopening as well as below average valuations, is supporting the case for an outperformance of European equi...

It’s been a busy month for investors and Fed watchers. On 1 February, after announcing a 25 basis point hike in the federal funds rate, the U.S. Federal Reserve went on to state that it anticipates that “ongoing increases” would be appropriate in...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. In the US, January retail sales figures, persistent services inflation, and a January producer price index (PPI) figure that surprised on the upside helped spur calls for ...