Articles


RIP NIRP
César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management.
THE WEEK IN REVIEW
Last week was a poor one for US equities as inflation data caused market participants to scale back their expectations for rate cuts. ...
View all


By Ole Hansen, Head of Commodity Strategy at Saxo
- Broad gains drive the Bloomberg Commodity Index to a three-month high
- Strength in energy and industrial metals point to end of year-long consolidation
- Copper at an 11-month high supporti...
View all


Laurent Denize, Global Co-CIO, ODDO BHF AM.
" The current situation differs from that observed in 1999, as the valuations of tech companies - far from being exuberant - are today justified by the strength of their economic fundamentals"
...
View all


During the past quarter century or so, a blend of European credit would have delivered better returns at lower risk than the standard balanced portfolio.
Ermira Marika, Head of Developed Markets Credit & Nicolas Musolino, Head of Syst...
View all


Allianz Global Investors (AllianzGI), a leading global active asset manager, announced today the appointment of Jeroen Vrancken as Head of Wholesale in Benelux. Based in Brussels, Jeroen will report to Amine Benghabrit, Head of Distr...
View all


Pictet Asset Management Strategy Unit
Asset allocation: equities still looking good
The US economy’s resilience and US inflation’s resistance to swiftly return to the US Federal Reserve’s target means we remain overweight equities and ...
View all