Articles


Investors are likely to respond well to a new the political stability in the UK following the Labour victory. This should result in a reappraisal of UK equities, which are still out of favour despite the surge in M&A activity this year. We exp...
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A project on Spain’s gusty southern coast puts hard numbers on how the replacement - or ‘repowering’ - of turbines will improve the efficiency of wind farms, both financially and in terms of generation, over the next decade.
It was high time. J...
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César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management.
The week in review
The S&P 500[i] wavered last week, when it dropped 0.1% (in USD) as a result of profit-taking on major semiconductor stocks. But the small-cap ...
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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...
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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...
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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...
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