December 2021 saw the three main central banks of the developed world turning hawkish. A stance they kept for most of this year. So, as we approach the final monetary policy meetings of the year, the question for investors is “will central bankers...

Frederik Ducrozet, Head of Macroeconomic Research, Nadia Gharbi, Senior Economist, and Thomas Costerg, Senior US Economist, at Pictet Wealth Management give you their predictions for the various central bank meetings next Wednesday and Thursda...

By François Rimeu, Senior Strategist, La Française AM Leading indicators pointing to a recession? The dichotomy between ever-present weak soft data (PMI surveys, ZEW, etc.) and solid hard data (industrial production, retail sales, etc.) co...

Markets are pricing too much bad news into investment grade bonds, especially now that inflation appears to have peaked. We believe that markets are pricing in too much pessimism about the outlook for US and European investment grade (IG) bonds...

DWS has launched a new Xtrackers ETF based on emerging equity markets, with a focus on environmental, social and governance characteristics and also aligned with the goals of the 2015 Paris Climate Agreement. Including the new ETF, DWS has alr...

Contribution by Bank J. Safra Sarasin Ltd Inflation figures once again stole the show in November. The broad-based market rally was mainly a reaction to lower-than-expected CPI in the US. Beyond the potential slowdown of the Fed’s monetary tigh...