Articles


Against a challenging backdrop for fixed income, emerging market debt is one area where investors can take on some risk. High yields and portfolio diversification help to make this a compelling exposure within fixed income. However, given persiste...
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Bruno Cavalier, Chief Economist ODDO BHF Asset Management
In the space of 15 years, central bankers have gone from being the demigods who solved the inflation problem once and for all to embodying the culprits of the biggest price surge since t...
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Despite the most challenging fixed income market in decades, BlackRock projects that global bond exchange-traded funds (ETFs) assets under management (AUM) will triple to $5 trillion by 2030.[1]
The extreme market volatility in the early days...
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By Peter Garnry, Head of Equity Strategy at Saxo Bank
Global energy companies are currently valued at a staggering 10% free cash flow yield with an outlook that is suggesting higher forward prices on oil and gas in the coming years as the ...
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By Patrick Rivière, Executive Chairman of La Française Group
In the aftermath of a global health crisis that disrupted production chains, Russia's invasion of Ukraine, the first cross-border conflict in Europe since World War II, marks a m...
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Nadia Gharbi, Frederik Ducrozet, Lauréline Renaud-Chatelain, Pictet Wealth Management.
The combination of market expectations for a faster and stronger ECB hiking cycle, the sharp slowdown in growth and the rise in sovereign bond yields has br...
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