Demand for some of the real assets neglected over the course of the pandemic could be set to surge as the world shifts to a new, sustainable paradigm, but there will be more pain elsewhere. It is more than 18 months since Goldman Sachs raised t...

Frederik Ducrozet, Head of Macroeconomic Research & Nadia Gharbi, Senior Economist Pictet Wealth Management This Wednesday’s (15 June) unscheduled meeting of the ECB’s Governing Council was very important, if only in terms of timing and s...

The Fed delivered on hints that it would raise rates by 75bp, reiterating a commitment to bring down inflation. We see increased risks of a hard landing and remain cautious on equities and credit. At yesterday’s Federal Open Market Committee me...

Prof. Dr. Jan Viebig, Global Co-CIO ODDO BHF Asset Management "Brace yourselves for an economic hurricane," warns Jamie Dimon, CEO of JP Morgan. Whether it will be a storm or a full-blown hurricane with severe devastation is, of course, not a f...

Dong Chen and Ling Chen, Pictet Wealth Management. Despite the severe deceleration in growth momentum in China, there are heightened hopes of additional fiscal stimulus to boost GDP growth towards the official target of 5.5% for this year. Howe...

Bruno Cavalier, Chief Economist ODDO BHF Asset Management “Do we want to have peace or the air conditioning on [this summer]?” This was how the Italian Prime Minister recently summed up the dilemma facing Europeans in their response to Russ...