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...

Europe turns right César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US equity indexes clocked up weekly gains in the face of mixed economic messages (weakening manufacturing activity versus st...

Azad Zangana, Senior European Economist and Strategist at Schroders We assess the economic implications as populist parties look set to take more control of political agendas in Europe. French President Emmanuel Macron has called fo...

The new dot plot and Chair Powell’s press conference will take center stage at the FOMC meeting next week, where we expect no change to the policy rate or QT tapering plans. We expect the median dots to shift up, indicating two rate cuts thi...

ECB: one step at a time As widely expected, the ECB cut its key rates by 25 basis points, bringing the deposit facility rate down to 3.75%. Looking ahead, the Governing Council will stick to its meeting-by-meeting approach for future rate...