Jon Mawby, Senior Investment Manager Pictet Asset Management Fixed income markets have become increasingly volatile, a trend that looks set to continue. Investors need to adapt themselves. The recent surge in bond yields has rocked fixed i...

Nicolas Jacob et Baptiste Lemaire, Equity Fund Managers, ODDO BHF AM In this latest ODDO BHF Green Planet Monthly Flash, we focus on the "REPowerEU" emergency plan presented by the European Commission on 8 March, which aims to reduce Russian ga...

By Peter Garnry, Head of Equity Strategy, Saxo Bank Peter Garnry Tesla is just outdoing the competition with record profits and revenue growing 81% y/y despite supply constraints. The carmaker's gross margin is now solidly the best in th...

Not only are we sceptical of the economic scenarios implied by the current pricing of the medium and long parts of the US yield curve respectively, but we believe they are even less likely to play out in combination. As a result, we expect the 5-3...

On the eve of Earth Day 2022, Pauline Grange and Jess Williams Companies analyse the four environmental themes for the next decade. The economist Joseph Schumpeter developed the theory of innovation cycles or waves, using the term “creative ...

Christoph Courth, Global Head of Philanthropy Services 2021 proved to be an interesting year for philanthropy, with record levels of capital having likely to have been mobilised across the globe in a variety of ways, tackling a multitude of is...