Articles
27 Jan 2026
By François Rimeu, Senior Strategist, Crédit Mutuel Asset Management
Barring a major surprise, the Federal Reserve (Fed) is expected to keep its monetary policy unchanged at its January meeting. Economic growth remains solid, and the unemploy...
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27 Jan 2026
The Federal Reserve (Fed) is facing a turning point: after three consecutive rate cuts, it is now signaling a phase of stability. For the January meeting, Jörg Held, Head of Portfolio Management at ETHENEA Independent Investors S.A., expects the F...
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26 Jan 2026
China’s property market has long been a cornerstone of household wealth, financial stability and economic growth. For global investors, developments in China remain a key reference point for broader macroeconomic and financial trends. During recen...
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26 Jan 2026
- Legal attack on Fed contributes to closing the door for more proactive easing
- We expect the FOMC to keep policy rates unchanged in the upcoming meeting for both economic and institutional reasons
- This would leave the federal funds target...
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23 Jan 2026
- Richard Bernstein Advisors (RBA) is a research-driven, macro multi-asset investment manager delivering differentiated investment solutions, overseeing approximately $20 billion in client assets
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Acquisition positions Janus Henderson as a lea...
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22 Jan 2026
A spirit of dialogue at Davos
César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management.
Last week saw geopolitical tensions rise as US President Donald Trump threatened to apply fresh tariffs of 10% on eight European countries ...
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