Below you will find a new comment from Xiao Cui, Senior Economist, at Pictet Wealth Management, following today’s US GDP report. Real GDP in Q1 came in below all forecasts on BBG, slowing to 1.6% QoQ annualized (vs. consensus of 2.5%) f...

Story of the month Year to date, we have observed a strong decline in energy prices resulting in a strong underperformance of the listed European utilities. The reason for this steeper-than-expected decline in energy prices includes a sub...

US corporate bonds today have an attractive risk-return profile and offer an excellent diversification for a diversified portfolio, says Georgios Costa Georgiou, Managing Director Global Head Fixed Income Product Specialists of Allianz Global ...

The pivot from the pivot César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Fading prospects for near-term US rate cuts and heightened tensions in the Middle East were factors in the rise in vol...

Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: The era ​ of ultra-low interest ​ rates ​ is ​ over ​ and ​ debt refinancing has once again become very expensive The average public debt of advanced economies...

Laurent Denize, Global Co-CIO, ODDO BHF AM. " We see catch-up potential for Europe given the improved economic activity, the increasingly likely ECB rate cut in June, the undemanding equity valuations, and the record valuation discount. F...