By ODDO BHF AM In this new monthly Fund Insight, we want to deal with a particular variation of artificial intelligence, rich in myths but above all in societal progress: the emergence of the humanoid robot. On 30 September 2022, on the occa...

Prof. Dr. Jan Viebig, Global Co-CIO ODDO BHF Good news first: despite high inflation and recession concerns, the MSCI World Net Total Return Index (in US dollars) is up 7.2% and the S&P 500 (in US dollars) is up 8% in October 2022. The MSCI...

By Peter Garnry, Head of Equity Strategy at Saxo The defence basket is continuing its momentum up 3.8% last week. The performance means that the defence basket could get closer to end the year as the best performing theme basket this year....

By Marie Lassegnore, CFA, Head of Sustainable Investments, La Française AM COP27 has come to a close. Outstanding and unresolved climate issues have seemingly overshadowed welcomed areas of progress. Going into COP27, one of the objectives ...

Pictet Asset Management (“Pictet AM”) continues to strengthen its Fixed Income offering with the recruitment of four private debt specialists. The new Private Debt team is headed by Andreas Klein in London, who joined Pictet AM in early 2022. ...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. The November purchasing manager index (PMI) for US manufacturing dropped well below the 50 level that divides expansion in business activity from contraction, with the new ...