Tight spreads mean we continue to prefer investment-grade equivalents. Lauréline Renaud-Chatelain, Fixed-income strategist, Pictet Wealth Management. US and euro high-yield (HY) corporate bonds have been extremely resilient in the f...

WHAT CAN WE EXPECT IN H2? Since the beginning of the year, we have seen an increasing divergence between the optimism of the equity markets and the warnings coming from the fixed income segment. Equity markets are rising, corporate earning...

By Ole Hansen, Head of Commodity Strategy at Saxo Crude oil’s recent recovery has been gathering some added momentum this week, first on signs Saudi production and Russian export cuts have started to tighten the market. The market then rec...

Airlines are emerging from three traumatic years, with even business class bookings recovering. But while there are new trends at play, a familiar story is playing out for Europe’s powerful low-cost and flagship carriers. It seems like all of t...

We expect central banks to terminate their rate-hiking campaigns in the coming months, but they may continue to sound hawkish. Frederik Ducrozet, Head of Macroeconomic Research Pictet Wealth Management. In order to push back against a...

Long a pioneer, alongside the USA, in artificial intelligence (AI), China seems to have fallen behind in the second instance, that of Generative AI. We'd like to devote this Fund Insight to the strengths and weaknesses of China's Generativ...