Articles
10 Aug 2021
Jobs are back
César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management
Bonds stole the show last week, with the 10Y US Treasuries yield falling below 1.15%, the entire German Bund curve going negative and the 2Y Italian BTP yield ...
View all
03 Aug 2021
by Jennie Galbraith, British American Tobacco ’s Head of Environment, Social and Governance (ESG)
Businesses are uniquely placed to leverage their resources and expertise to help address some of the world’s greatest sustainability challenges. H...
View all
29 Jul 2021
State Street Global Markets released the results of the State Street Investor Confidence Index® (ICI) for July 2021. The Global ICI increased to 100.6, a rise of 4.0 points from June’s revised reading of 96.6. The increase in investor confid...
View all
23 Jul 2021
After years of lagging growth stocks, US value stocks started to stage a comeback last autumn. These undervalued companies are more sensitive to economic conditions and began to rally after successful vaccine trials paved the way for the end of lo...
View all
16 Jul 2021
For most of the 21st century, stocks and bonds have exhibited a tendency to move in opposite directions - which has allowed investors to construct diversified portfolios but also to hedge out some equity risk using bonds where appropriate.
Howe...
View all
14 Jul 2021
By LAURENT DENIZE, CIO ASSET MANAGEMENT ODDO BHF AM
After an excellent start to the year, buoyed by expectations of a normalisation of global growth, Chinese equities (Shanghai Shenzhen CSI 300) have underperformed since March. Let's try to und...
View all


