Indian stocks have taken a significant hit, falling 8.5% as June 4th election result was not as decisive as early exit polls had predicted. What is actually at stake in India right now? MACRO UPDATE The world’s most populous nation sin...

Ulrich von Creytz DWS today announced the appointment of Dr Ulrich von Creytz to the position of Chief Investment Officer Real Estate for Europe. Based in Frankfurt, Ulrich will report to Clemens Schaefer, Global Head of Real Estate, APA...

Emerging market (EM) small caps once again appear to be in the sweet spot, benefitting from resumed political stability in India, signs of a global recovery being led by EMs, and perhaps also CPI moderation in the US. Meanwhile, having an ...

Corporate Power Purchase Agreements are green electricity purchase contracts used by companies and have seen an average growth of 27% over the last 5 years. They have the advantage of fixing a guaranteed price over an average period of 15 ye...

Laurent Denize, Global Co-CIO, ODDO BHF AM. "It is time to re-invest in the Small and Mid-Caps segment with a preference for Mid over Small. EPS growth momentum is better for pretty similar valuation discounts. " Europe faces significa...

Macron’s gamble César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review US equity indexes rose last week, with the S&P 500[i] up 1.6% and the Nasdaq[ii] up 3.3% (both indexes in USD). Some promin...