Bernard McGrath, CFA, CAIA, Senior Investment Specialist Union Bancaire Privée, UBP SA Key takeaways: Fundamental high yield data are more constructive than market sentiment may indicate Leverage is lower than average, interest cov...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Energy Alert Last week markets were focused on the potential for recession, be it as a consequence of central bank wars against inflation or the current global energy dyn...

By Ole Hansen, Head of Commodity Strategy at Saxo Bank The commodity sector is increasingly being spooked by the recession ghost. This past week’s selling saw steep declines across all three sectors of energy, metals and agriculture. Ole ...

Despite soaring inflation across developed markets (DMs), price rises in Japan remain very low on a relative basis. That’s largely because the country has avoided significant supply-side disruptions. As prices continue to soar across much of the ...

Evgenia Molotova’s experience in industries not usually associated with impact investing was the source of inspiration for Positive Change, an equity strategy with a difference. What sparked your interest in impact investing? In a past lif...

Luc Luyet and Alessandro Cortese, Pictet Wealth Management While neutral on the euro in the short term, ECB tightening and a credible ‘anti-fragmentation’ tool could help the single currency stage a comeback. The euro has recently come close...