La Française Real Estate Managers (REM), a real estate asset management firm with over 27 billion euros in assets under management (as at 31/12/2024), has finalized the off-market acquisition, from ABZ Developments, of ABZ Trade Park. The multi-le...

2025 has been a year of strong relative performance in US equities from defensive factor exposures such as quality, dividends, and low volatility. In Q2 2025, investors are likely to continue to seek shelter from the fallout of President Trump’...

Schroders Capital’s Private Debt & Credit Alternatives business today announces that it has raised €2bn in total commitments from third party investors for its sub-investment grade (IG) infrastructure debt strategy. This follows the final cl...

The US equity market rejoiced last week in the de-escalation of the trade war with China. As of last Friday, the S&P500 was 5.8% above the level hit on the eve of “Liberation Day”, albeit still 3% below its recent peak on 19 February. Yet, a 3...

A material policy pivot saw the US cut China tariffs from 145% to 30% for the next 90 days, with Beijing similarly reciprocating with its own tariff reductions. This news came as a surprise to financial markets. It prompted a material reduction in...

Tariffs de-escalation César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. A historic week ended with white smoke – or “fumata bianca” – rising from the Vatican, where cardinals elected the first US pope, and with the ...