Ole Hansen By Ole Hansen, Head of Commodity Strategy at Saxo The commodities sector has reverted to a small gain during the first two weeks of trading with strong gains in energy, and to a lesser extent softs and precious metals be...

Having enjoyed a strong rally, technology stocks are now a key feature of both active and passive equity portfolios. This means understanding their ESG credentials has never been more important. Daegal Tsang, Senior Investment Manag...

Equities and bonds have rallied sharply as a growing number of investors see aggressive monetary easing in 2024. We also believe rates will fall, but not as steeply as markets envisage. Asset allocation: wary of Goldilocks reflation trade ...

AXA Investment Managers recommends a phased investment approach for insurers for this year, starting with rebuilding book yields while managing duration and reinvestment risks. For the second phase, AXA IM advocates for credit derivatives or a...

The fixed income market is resolutely positioned for a “soft landing” on both sides of the Atlantic and, when controlling for the difference in potential GDP growth between the US and the Euro area, it is also AXA IM’s baseline, writes Group Chi...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. As an eventful 2024 gets underway, let us start by wishing you a successful year. The coming 12 months will see more than half the world’s population vote in elections,...