César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management The Chinese Communist Party congress saw Xi Jinping appointed as China’s unrivalled leader, surrounded by a politburo comprising staunch loyalists. Xi’s speech to the congre...

Frederik Ducrozet, Head of Macroeconomic Research Pictet Wealth Management. The ECB is widely expected to hike policy rates by 75bp at its 27 October meeting and to commit to additional tightening in the next few months. We don’t expect much c...

State Street Global Advisors select Financials as its European sector pick for the fourth quarter, as buying a rates beneficiary is still a relatively attractive option. Financials sector earnings are highly sensitive to bond yields, with Europe...

By Ole Hansen, Head of Commodity Strategy, Saxo Commodities suffered a broad retreat during a week where most of the directional input was being provided by another across-the-curve rise in US bond yields, a development that saw the 10-yea...

By ODDO BHF AM In this new Fund Insight ODDO BHF Green Planet, we look back at the increase in forest fires in Europe this summer, which were 3.2 times higher than the average for the last 15 years. The IPCC's sixth report, and more specificall...

Julien Holtz, Emerging Market Strategist & Dong Chen, Head of Asia Macroeconomic Research Pictet Wealth Management. On 7 October, the US Department of Commerce announced new controls on advanced computing and semiconductor exports to Chin...