Benedikt Blomberg, Portfolio Manager, Paul DiGiacomo, Head of Equity Research, Nicolas Janvier, Head of US Equities (EMEA) Columbia Threadneedle Investments. 2022 will be a new year in more ways than one. After more than a decade of monetary s...

News An unhappy end to the week for markets, with rising/normalising rates and discount rates to blame. It would seem the era of super stimulative policy has ended – and markets, unsurprisingly, don’t like it! In the UK the Bank of Eng...

Economic recovery from Covid-19 tops the list of themes for 2022 globally in the latest monthly survey of our 156 analysts, just ahead of inflation and interest rates. “Omicron has made January worse, but has sped up the recovery and the path (of ...

Paul Wick, manager of the Threadneedle (Lux) Global Technology fund on the outlook for Technology Fundamental trends that drove the returns in the last years were still important in 2021: 5-G wireless network buildouts; faster wireless and wire...

We sit down with Pictet Wealth Management Asia’s Head of Investments in Asia, Evelyn Yeo, to unpack the various opportunities and threats facing economies across the continent. Evelyn Yeo, Head of Investments in Asia, Pictet Wealth Management....

Frederik Ducrozet, Strategist, and Nadia Gharbi, Senior Economist Pictet Wealth Management. The relentless rise in inflation has led most central banks to start normalising their policy stances. The ECB stands out as more dovish, with goo...