Leaders and non-governmental organ­isations across the globe have declared climate change as the single biggest health threat facing humanity[1]. Yet in spite of this stark warning, com­batting climate change has historically received woefully ...

A better-than-expected GDP number in Q1 obscures some important short-term headwinds. Dong Chen & Ling Chen, Pictet Wealth Management. Chinese Q1 2022 GDP growth came in higher than expected at 4.8% y-o-y, mainly driven by strong busine...

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...