Articles
28 Jun 2023
Yanxiu Gu, Product specialist, Chinese equities, ODDO BHF AM.
“No longer satisfied with providing “me-too” therapies to patients, Chinese biomedical companies are now competing in the field of “first-in-class” products"
Just 30 ...
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28 Jun 2023
La Française Real Estate Managers and ELSAN, France's leading private hospital group, have signed a strategic partnership agreement and completed an initial transaction involving a portfolio of five healthcare facilities, which includes setting up...
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22 Jun 2023
Prioritising supply-chain resilience over costs may benefit new industrial hubs.
Dong Chen, Head of Asia Macroeconomic Research & Ling Chen, Graduate, Pictet Wealth Management.
Whether in the form of ‘re-shoring’, ‘near-shoring’ or ...
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22 Jun 2023
"The market reaction to the unexpected rate hike (28/28 Street economists predicted +25 bps, not +50 bps) has been relatively modest – the sell-off in short dated gilts is small – only up 5 bps now – and the yield curve has flattened, with long da...
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20 Jun 2023
Door Julien-Pierre Nouen, directeur economische studies en gemengd beheer bij Lazard Frères Gestion
Zoals elk kwartaal sinds eind 2007 werd de vergadering van het Federal Open Market Committee (FOMC) aangevuld met de publicatie van een sam...
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20 Jun 2023
In general, this had the look and feel of an interim meeting, another stepping stone to that elusive terminal rate. Indeed, Lagarde stated that “we will only know terminal when we get there”. That said, another hike in July is base case on the c...
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