Emmanuel Petit, Head of Fixed Income Rothschild & Co Asset Management. The situation in the markets today is quite binary. Will the American central bank cause a recession in the United States to bring inflation back on target? The ans...

By Marie Lassegnore, CFA, Credit Portfolio Manager & ESG Director for Fixed Income and Cross Asset, La Française AM World Environment Day was born 50 years ago and is based on the understanding that collectively we can and should protect th...

By Peter Garnry, Head of Equity Strategy, Saxo Bank May was a rollercoaster ride with first a sharp drop before rebounding taking the MSCI World to a flat performance for the month. As a result, equity valuations are still expensive given ...

César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management, on Macro strategies, Volatility as an asset class & Short-term, high-quality Asian credit. 1. Macro strategies Macro hedge funds are well positioned to benefit from ...

After another vibrant earnings season and a series of stock market corrections, price-to-earnings ratios have begun to look more reasonable. But against a backdrop of weakening consumer confidence and sluggish growth, it may be too early to call t...

Lauréline Renaud-Chatelain & Luc Luyet, Pictet Wealth Management. Monetary policy divergence could continue to weigh on the Chinese currency, while the closing of the yield gap means we have moved from an overweight to neutral on Chinese g...