Articles
25 Jul 2022
William Davies, Global Chief Investment Officer and Joshua Kutin Head of Asset Allocation, North America at Columbia Threadneedle Investments recently discussed in CTI's global outlook webinar the four possible scenarios for the way forward in the...
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24 Jul 2022
By ODDO BHF AM
In our new Fund Insight, we turn our attention to the tourism sector, which has been through difficult years. But due to the advanced Corona vaccination campaigns and pent-up travel appetite, the situation for the sector has impr...
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24 Jul 2022
Thomas Costerg, Senior US Economist Pictet Wealth Management.
The US housing market went through a mini-boom in 2020-21 on account of demand for additional space during the period of Covid restrictions coupled with easy money from the Federa...
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21 Jul 2022
"The ECB finally stepped away from eight years of negative rates today, choosing to double the pre-announced size of the first rate hike, citing the Governing Council’s updated assessment of inflation risks. Expectations had risen in recent days, ...
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21 Jul 2022
Prof. Dr. Jan Viebig, Global Co-CIO, ODDO BHF AM
Investors' nerves are strained. Equity and bond markets have suffered one of the worst half-years in decades. The S&P500 plunged 19.97% in USD terms in the first half of the year, while the E...
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21 Jul 2022
Frederik Ducrozet, Head of Macroeconomic Research Pictet Wealth Management
While the Italian political saga continues, the focus has shifted back to the ECB’s decision on policy rates tomorrow following a Reuters article suggesting that a 50bp ...
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