Gilles Moëc, AXA Group Chief Economist and Head of AXA IM Research, discusses the upcoming ECB decision. "In practice for this Thursday, just like everyone else we expect a fifth consecutive 25-bps cut to 2.5% for the deposit rate. The dif...

The European Central Bank (ECB) is expected to deliver another 25-basis point cut to its key interest rates at the March monetary policy meeting. But the outlook thereafter has been clouded by hawkish comments from influential Governing Council me...

Tilo Wannow, ODDO BHF Asset Management. Investors who stuck with US technology stocks last year did not do too badly. This is because US companies (but not just them) are often locked into growth stories. So, should we leave European equi...

Reform and investment are bringing Malaysia out of the shadows, opening up new investment opportunities in emerging market equities. Tan Altundag, Investment Analyst Pictet Asset Management. Malaysia has long been ignored by emerging m...

Rebalancing César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The CDU/CSU conservatives won Germany’s election in a relief for markets, but they now face tough coalition talks. Smaller parties have a blocking minori...

Please find below a new comment from Nadia Gharbi, Senior Economist, at Pictet Wealth Management, on the markets’ reactions to the German elections. The election results in Germany have confirmed a notable shift to the right in the poli...