César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Last week’s US CPI and PPI prints were both at record high levels, and yet the Michigan five-year consumer inflation expectations came in lower than expected at 2.8%, drivi...

Luc Luyet & Alessandro Cortese, Pictet Wealth Management Precious metals have been hit hard by an ever hawkish Fed, high interest rates and a strong US dollar. In the short term, we see gold as the most resilient precious metal, g...

abrdn has today announced the launch of a China Next Generation Fund, a small and mid cap (‘SMID’) fund primarily investing in the bottom 30% of the Chinese equity market, both onshore and offshore. China is the world’s second largest equity mar...

"‘Draghi’s resignation comes as a market surprise and injects some fresh political uncertainties for BTP spreads to contend with. The next focus for markets will be the 20th July when Draghi addresses Parliament which could hold the key regarding ...

“After over a decade of ultra-low rates, the ECB is set for its policy liftoff on July 21st, following the majority of central banks of the major economies. Policymakers already announced in their last meeting that the hike, the first since 2011, ...

By Ole Hansen, Head of Commodity Strategy, Saxo Bank The commodity sector remains under pressure from a whole host of negative developments. In early June, the weakness spread from industrial metals – already suffering from China’s zero-Co...