China is the world's second largest economy. The shares of successful technology companies are therefore represented in the portfolios of many global investors. In recent months, however, several regulatory measures have caused share prices to plu...

Investors in Chinese equities should be careful not to mistake an inflection point for a de-rating. There may be pressure on valuations as international investors adopt a wait-and-see approach, but the long-term outlook continues to be positive....

"Encouraging economic prospects combined with favorable financing conditions have prompted the European Central Bank (ECB) - as expected - to moderately scale back its asset purchases under the Pandemic Emergency Purchase Program (PEPP). As expect...

By Paul DiGiacomo, Head of Equity Research The delta variant of the coronavirus has set back the normalization of social life, according to the asset manager Columbia Threadneedle Investments. This is reflected in the Columbia Threadneedle ...

A resurgent desire to eat out (and order in) has propelled monthly US restaurant sales above pre-pandemic levels. Despite the threat of the Delta variant and other challenges like fading stimulus, we see a long runway of recovery ahead for the ind...

By Jan Viebig CIO Private Wealth Management and Laurent Denize CIO Asset Management at ODDO BHF AM On August 15th, 1971, exactly 50 years ago, US president Richard Nixon went before the assembled press to announce that he was ending the US dollar...