Julien Holtz, Emerging markets specialist, Pictet Wealth Management. Emerging (EM) equities are entering 2023 at a somewhat depressed level, leaving them with some rebound potential if and when the macro environment improves. They are indeed m...

Market view by Prof. Dr. Jan Viebig, Global Co-CIO ODDO BHF With a daily trading volume of 6.6 trillion US dollars, the foreign exchange market is the largest financial market in the world. Around the clock, one currency is being exchanged for ...

Marcoeconomic view by Bruno Cavalier, Chief Economist ODDO BHF Rightfully, Time Magazine’s Person of the Year for 2022 is Volodymyr Zelensky. But if there were a Word of the Year title, it would no doubt be attributed to “inflation”. Its use is...

By Carl Vine, Manager of M&G (Lux) Japan Fund and M&G (Lux) Japan Smaller Companies Fund The Bank of Japan (BOJ) finally announced a change in its Yield Curve Control (YCC) policy today. In and of itself, the move was modest, with ...

Pictet Asset Management has expanded its USD 11 bn1 actively managed Total Return franchise with the launch of the Pictet Total Return-Lotus fund, an event driven special situations Asia equity fund. Pictet-TR Lotus seeks to capture the disti...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Last week saw four major central banks all hike rates by 50bps, as expected. While they were unanimous that the fight against inflation would take more time, nuances in th...