Trade war César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. Last week was book-ended by disruption in AI and the spectre of a tariff war. Early in the week, US indexes were briefly hit by the emergence of a new AI m...

By Paddy Flood (Portfolio Manager and Global Sector Specialist, Technology), Simon Webber (Head of Global Equities) and Johanna Kyrklund (Group Chief Investment Officer) at Schroders Johanna Kyrklund While the impact of DeepSeek’s innovati...

The Federal Reserve kept rates on yesterday and Fed Chair Powell repeated several times that the central bank was “in no hurry” to adjust its policy stance, seemingly also ruling out a cut at its next meeting in March. The meeting was further conf...

By Elodie CHRZANOWSKI, Deputy Head of Credit Analysis, Crédit Mutuel Asset Management Crédit Mutuel Asset Management is an asset management company of Groupe La Française, the holding company of the asset management business line of Credit Mutu...

The final quarter of last year once again demonstrated the immense impact of US politics on global financial markets. In just three months, European equity investors could have achieved an additional return of almost 15% by investing across the At...

What happened? U.S. tech sold off on Monday as investors focused on the implications of Chinese AI startup DeepSeek’s latest model that rivals OpenAI’s ChatGPT 4's performance, said to have been achieved at a fraction of the cost. In particular, t...