By Andrea Siviero, Investment Strategist, Ethenea Andrea Siviero 24.02.2022 - The global economy finds itself in a particularly dangerous juncture. Exceptional policy support engineered by policymakers around the world helped the global ec...

William Davies, Global Chief Investment Officer Columbia Threadneedle Investments. As the situation in Ukraine unfolds, we remain focused on our investment process: being active, long-term investors in companies with strong balance sheets and s...

Stocks with a value bias, such as dividend stocks, stand to benefit in 2022. The high inflation prints we have seen in consumer prices (i.e. CPI) since Q2 2021 are leading policy makers to abandon their “transitory inflation” thesis and pursue a t...

Christoph BUTZ, portfolio manager of the Pictet-Timber fund, gives an update on the timber theme and the prospects for the coming months. As a reminder, Pictet-Timber invests in companies active in the sustainable wood value chain. This inc...

The Biden administration has done little to lower tensions in sectors where the US and China are in strategic competition, casting a pall over prospects for Chinese equities. Sam Chan, Dong Chen, Julien Holtz, Andreina Low, Hong Li Tan, Pictet...

By Johanna Kyrklund, Group Chief Investment Officer and Co-Head of Investment at Schroders Johanna Kyrklund The Ukraine crisis highlights the need for investors to be ready for risks. As ever with geopolitical risk, the stakes ar...