Laurent Denize, Global Co-CIO ODDO BHF. " Financial markets have shown remarkable resilience post Liberation Day, but the current level of the “Big Beautiful Markets” increasingly reflects optimism rather than realism." Despite geopoli...

Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. Against the backdrop of Trump's economic policy, it will become increasingly difficult for the US to finance its government spending. International investors are noticeably more...

Emmanuel Petit, Associé-Gérant, General Partner, Head of Fixed Income & Philippe Lomné, Fixed Income Portfolio Manager Specialisation: IG Credit IG & Crossover, Rothschild & Co Asset Management. The resurgence of trade tensio...

Pushing for deals César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Israel struck Iran’s nuclear programme and military facilities last week, killing top commanders and scientists after the UN nuclear watchdog fou...

Xiao Cui, Senior Economist, at Pictet Wealth Management, ahead of this week’s Fed meeting. The Fed is widely expected to remain on hold this week, and we expect the Fed will maintain this stance through at least the summer. Since the la...

Here is a response from Roelof Salomons, Chief Investment Strategist at asset manager BlackRock , to yesterday's meeting of the Federal Reserve. The Federal Reserve kept rates on hold and is biding its time until it has more clarity on the tar...