The extended U.S. dollar rally has been both a cause and symptom of global risk-asset volatility in recent quarters. Global macro shocks and expectations for aggressive Federal Reserve (Fed) tightening intensified the bull run in early 2022, exace...

Pictet Wealth Management’s latest positioning across asset classes and investment themes. Asset Allocation: While froth has been removed from equity markets, valuations are still not especially cheap in a number of sectors, especially given mar...

When considering responsible investing, many investors think about equities – either publicly listed or private. But this overlooks a key asset class: fixed income. Bonds arguably provide investors with greater influence over outcomes than equity ...

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 ...