Articles
18 May 2022
By Peter Garnry, Head of Equity Strategy at Saxo Bank
Global energy companies are currently valued at a staggering 10% free cash flow yield with an outlook that is suggesting higher forward prices on oil and gas in the coming years as the ...
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18 May 2022
By Patrick Rivière, Executive Chairman of La Française Group
In the aftermath of a global health crisis that disrupted production chains, Russia's invasion of Ukraine, the first cross-border conflict in Europe since World War II, marks a m...
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18 May 2022
Nadia Gharbi, Frederik Ducrozet, Lauréline Renaud-Chatelain, Pictet Wealth Management.
The combination of market expectations for a faster and stronger ECB hiking cycle, the sharp slowdown in growth and the rise in sovereign bond yields has br...
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17 May 2022
Didier Bouvignies Managing Partner & CIO Rothschild & Co Asset Management.
We have designed our approach to sustainable investment along the lines of our investment management DNA, in which we are determined to place sustainability at ...
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17 May 2022
César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management.
Geopolitical tensions in Europe ticked up a notch as both Sweden and Finland confirmed intentions to apply for NATO membership last week. Over the weekend, Finland said it ...
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17 May 2022
Active engagement with companies and sovereigns is key to help them mitigate risks and transition to a net zero economy
Asset managers should acknowledge that asset owners have different ambitions and starting points on the journey to net zero
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