Natalia Luna, Senior Thematic Investment Analyst, Responsible Investment Columbia Threadneedle Investments. The conflict between Russia and Ukraine exposed Europe to an energy shock without precedent, exacerbating an environment of already h...

Frederik Ducrozet, Head of Macroeconomic Research Pictet Wealth Management Italian political uncertainty returns – three possible scenarios Following a confidence vote in the Italian Senate on Thursday, which the government won but wit...

At the July meeting, the European Central Bank (ECB) will confirm its policy sequencing. The main focus will be the anti-fragmentation scheme named “Transmission Protection Mechanism”. Please find below what we expect: As preannounced, the E...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Last week’s US CPI and PPI prints were both at record high levels, and yet the Michigan five-year consumer inflation expectations came in lower than expected at 2.8%, drivi...

Luc Luyet & Alessandro Cortese, Pictet Wealth Management Precious metals have been hit hard by an ever hawkish Fed, high interest rates and a strong US dollar. In the short term, we see gold as the most resilient precious metal, g...

abrdn has today announced the launch of a China Next Generation Fund, a small and mid cap (‘SMID’) fund primarily investing in the bottom 30% of the Chinese equity market, both onshore and offshore. China is the world’s second largest equity mar...