Articles
23 Jul 2025
The fund is managed by Nick Schommer and Brian Recht, two experienced portfolio managers that have worked together for over 10 years, supported by a dedicated, sector-based central research team.
JTXX invests in an actively managed, high-co...
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23 Jul 2025
Despite differing economic backdrops on either side of the Atlantic, the European Central Bank (ECB) and the US Federal Reserve (FED) appear to be moving in tandem. At least for now.
With both central banks expected to stand pat in July and m...
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18 Jul 2025
Tariff inflation has been delayed and partly mitigated by cost absorption and disinflationary offsets, but it should be visible by September.
Frederik Ducrozet, Head of Macroeconomic Research, & Xiao Cui, Senior Economist Pictet Wea...
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17 Jul 2025
By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE.
The legislative package that US President Donald Trump pushed through at the end of last week, despite resistance even among Republicans, poses incalculable risks for America...
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17 Jul 2025
Tariff salvo
César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management.
Trade tensions shook markets off highs last week as President Trump threatened to impose a 30% tariff on imports from Mexico and the European Union star...
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16 Jul 2025
By Armand SATCHIAN, Sustainable Investment Research Analyst, Crédit Mutuel Asset Management
Crédit Mutuel Asset Management is an asset management company of Groupe La Française, the holding company of the asset management branch of Crédit Mutue...
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