The environment remains tough for fixed income investors. Hopes that a peak in rates was hit in early May proved short-lived with the US 10-year subsequently surging once more to fresh highs. Persistently high inflation continues to drive fears th...

Thomas Costerg, Frederik Ducrozet, Nadia Gharbi & Jean-Pierre Durante, Pictet Wealth Management A recession over the coming year looks likely in the US and in Europe due to rapid monetary tightening and the squeeze on real incomes. One c...

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...