Laurent Denize, Global Co-CIO, ODDO BHF AM. " Maintaining net margins at high levels appears largely subject to the rapid and continued spread of productivity gains associated with AI." A disappointing earnings season (for now) ...

More often than not, inflation-linked bond valuations relative to nominal ones underestimate the likelihood of upside inflation surprises, leading to an outperformance of inflation-linked bonds longer term. Are investors growing complacent ab...

César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Two remarkable things happened last week: Taylor Swift touched down after a whirlwind trip from Tokyo just in time to see her boyfriend’s team w...

In a market where institutional investors are expected to do more with less, outsourced trading is gaining momentum and transforming operations within firms of all sizes. The changing role of traders has become a trending topic among financial ...

By François Rimeu, Senior Strategist, La Française AM Confirmed rate cuts... But postponed. Early expectations of rate cuts by central banks were delayed due to exceptionally positive economic data in the US and less accommodative statemen...

Janus Henderson annonce aujourd'hui la nomination de Victoria Mio, qui rejoindra la société en tant que Portfolio Manager et Head of Greater China Equities. Victoria, qui prendra ses fonctions le 13 février 2024, sera basée à Singapour et reporter...