Lauréline Renaud-Chatelain, Pictet Wealth Management The 10-year US Treasury yield remains highly volatile, but it has fallen recently from a peak of 3.47% in mid-June to 3.09% on 29 June against a backdrop of continued US Federal Reserve (Fed)...

Olivier Debat, Senior Investment Specialist Union Bancaire Privée, UBP SA Investors holding exposures to the US investment-grade market found themselves caught in the interest rate sell-off that has been seen so far this year. Although the U...

Contibution by ODDO BHF AM In this new Fund Insight, we explain the positioning of the ODDO BHF Polaris funds' portfolios amid a challenging market environment. Risk factors have increased significantly since the beginning of the year. Higher i...

Bernard McGrath, CFA, CAIA, Senior Investment Specialist Union Bancaire Privée, UBP SA Key takeaways: Fundamental high yield data are more constructive than market sentiment may indicate Leverage is lower than average, interest cov...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Energy Alert Last week markets were focused on the potential for recession, be it as a consequence of central bank wars against inflation or the current global energy dyn...

By Ole Hansen, Head of Commodity Strategy at Saxo Bank The commodity sector is increasingly being spooked by the recession ghost. This past week’s selling saw steep declines across all three sectors of energy, metals and agriculture. Ole ...