While we do not expect any changes to Poland’s monetary policy parameters and Governor Adam Glapiński's rhetoric is likely to remain hawkish, we assume some changes to the National Bank of Poland's staff projection update, both on GDP and the in...

Yanxiu Gu, Product specialist, Chinese equities ODDO BHF AM. " Leading players ​ ... recognized early the need for global expansion and have achieved impressive progress." In the 1990s and early 2000s, Japanese home appliance bra...

It has been a tough first half of the year for bond investors. Those who put money to work on the final trading day of 2023 would only be close to breaking even had they invested in an all-maturity Treasury fund, and would still be well in negativ...

Our analysis shows the dispersion of returns across domestic equity and bond markets will decline over the next five years. This suggests investors should consider investing across sectoral lines and allocate more of their capital to corpora...

Gillian Diesen, Senior Client Portfolio Manager at Pictet Asset Management. Most think of innovation in terms of technology. But with premium brands, the innovation that matters most is design. In the fashion industry, innovation sel...

César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. US presidency debate: first round THE WEEK IN REVIEW The S&P 500 i eked out a 0.6% gain on the week and the Nasdaq ii was basically flat. On closer inspection...