César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Major central banks kept markets busy, starting with the European Central Bank (ECB), which failed to add clarity around any future interest rate hikes. This drove the eur...

Natasha Ebtehadj, Portfolio Manager, Global Equities Columbia Threadneedle Investments. Peace is like cement: you don’t necessarily see its benefits but it holds everything together. It is the foundation of geopolitics and markets that have bee...

César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management, on Japanese equities, Commodity currencies & Investment-grade credit. 1. Japanese equities Now “too cheap to ignore”, Japanese equities are well positioned to benefi...

Gold has proved quite resilient to the rise in US real rates and could maintain its attractions over the medium term. Luc Luyet, Pictet Wealth Management Since the US 10-year real rate reached a trough on 8 March 2022, gold has lost roughly ...

Green bonds remain popular amongst investors: interest continues to rise on the back of sustainability regulations and climate ambitions NN IP expects the green, social and sustainability (GSS) bond market to grow to a total of EUR 1.1 trilli...

We expect Emmanuel Macron to win the French presidential election and markets are also priced for a Macron victory. But a surprise Le Pen victory could trigger a political shock in Europe. Here’s our take on Marine Le Pen’s prospects and the poten...