Tariff inflation has been delayed and partly mitigated by cost absorption and disinflationary offsets, but it should be visible by September. Frederik Ducrozet, Head of Macroeconomic Research, & Xiao Cui, Senior Economist Pictet Wea...

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. The legislative package that US President Donald Trump pushed through at the end of last week, despite resistance even among Republicans, poses incalculable risks for America...

Tariff salvo César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Trade tensions shook markets off highs last week as President Trump threatened to impose a 30% tariff on imports from Mexico and the European Union star...

By Armand SATCHIAN, Sustainable Investment Research Analyst, Crédit Mutuel Asset Management Crédit Mutuel Asset Management is an asset management company of Groupe La Française, the holding company of the asset management branch of Crédit Mutue...

Today, Legal & General (L&G, LSE:LGEN) and Blackstone (NYSE:BX) are announcing a long-term strategic partnership that combines the strength of L&G and Blackstone’s respective credit platforms to enhance L&G’s competitive advantag...

For environmental investors, there is a sliver lining to the shakeout in ESG Gertjan Van Der Geer, Senior Investment Manager and Stephen Freedman, Head of research and sustainability, Thematic Equities, Pictet Asset Management. ESG i...