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...

Laurent DENIZE, Global CIO ODDO BHF Asset Management. The shock wave unleashed by the latest euro zone inflation figures has forced the ECB to tweak its monetary policy and, most importantly, the sequencing of its asset purchases. We’ll let the...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Games over Market movements last week were dominated by geopolitics, with a risk on/off mood determined by news around Ukraine. Markets hoped that Russia was indeed ret...