UBP Investment Outlook 2023 in a nutshell Investors were buffeted throughout 2022, first by the shock of Russia’s invasion of Ukraine and then by the fastest rate-hiking cycle by the US Federal Reserve in a generation. Looking ahead, the ag...

Salman Ahmed, Global Head of Macro and Strategic Asset Allocation, Fidelity International, comments on yesterday’s FOMC meeting: “As expected, the Fed downshifted the pace of hikes to 50 basis points, but that was the only relief offered. The t...

Sabrina Jacobs, Senior Client Portfolio Manager and Sabrina Khanniche, Senior Economist Pictet Asset Management. The more fossil fuel you burn, the richer you get. Higher carbon emissions and economic growth have gone hand in hand since th...

ECB The ECB is likely to raise rates by 50 bps in a downshift from consecutive 75 bps increases. Deposit rate will be raised to 2%, with refinancing rates at 2.5%. The hard part will be to communicate a new balance sheet strategy. T...

The 3Q22 earnings season has been generally positive, alleviating some investors’ immediate concerns of a slowing economy’s impact on corporate profitability. However, as the macroeconomic backdrop is likely to deteriorate further, challenges to c...

As universally expected, the Fed increased policy rates by 50 basis points, stepping back from jumbo-sized 75 basis points rises at a time when inflation is showing the first signs of cooling. But that was most likely not the main motivation for t...