By Alexandre Tavazzi, Head of CIO Office and Macro Research, Pictet Wealth Management. With the Fed on course to cut rates, a resilient US economy and improving corporate earnings, we have just gone through the best Q1 in five years for r...

By providing the infrastructure to store, process and distribute data, data centers are becoming a growing source of energy demand. While they consumed around 300 TWh of electricity in 2022 (i.e. 1.1% of the total), the large-scale adoption ...

With banks curtailing lending, private debt can step in to support healthy companies. Andreas Klein, Head of Private Debt, Pictet Asset Management. Scarcity of capital and higher funding costs make today’s credit backdrop extremely diffi...

Allianz Global Investors (AllianzGI), one of the world’s leading active investment managers, has announced today that it intends to cast its proxy vote against item 6, Climate Transition Action Plan and 2023 Progress report at the upcomi...

By François Rimeu, Senior Strategist, La Française AM The Governing Council (GC) should leave its interest rates unchanged at the April meeting, but ECB President Christine Lagarde will probably pre-announce that the GC will lower its interes...

The ODDO BHF AM Private Assets team is launching its first European long-term investment fund. Called ODDO BHF Commit for Tomorrow ELTIF, it has been structured in accordance with ELTIF 2.0, a regulation meant to promote access to private eq...