Articles
28 Feb 2025
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...
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27 Feb 2025
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...
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27 Feb 2025
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...
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26 Feb 2025
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...
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25 Feb 2025
Schroders Capital, the $97.3 billion private markets business of Schroders , today announces the appointment of Vikram Bhandari to the newly-created role of Head and Chief Investment Officer (CIO) of Schroders Capital Solutions.
Vikram ...
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25 Feb 2025
Germany’s conservative CDU/CSU party has secured victory in the federal election, giving it the upper hand to start coalition talks. With the Greens short of seats, CDU/CSU’s only viable two-party coalition is with the center-left SPD, excluding t...
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