With economic growth picking up, the Bank of England will be afraid to cut interest rates too quickly for fear that high wage inflation will lead to a rise in broader above-target inflation in 2025. A real dilemma, says Columbia Threadneedle chief...

by François Rimeu, Senior Strategist, La Française AM In 2023, Germany's economic output shrank, further slowing down growth in the European Union. According to the ifo forecast, a decline is also expected for the first quarter of 2024. Are t...

Recent business surveys suggest that the slump in global manufacturing might be bottoming out, although the figures remain more robust for emerging economies than for advanced ones. However, the vulnerability of some supply chains means the impr...

The outcome of this year's US presidential election may have far-reaching consequences in many areas. However, we believe that the impact on the financial markets will be limited for long-term investors, as we consider ourselves to be. Over an ext...

By Pictet Wealth Management CIO Office and Macro Research. In today’s market environment, we see merit in being ready to move away from cash and into quality fixed-income investments to capture the appealing yields we expect them to offer ...

César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. A batch of US economic reports last week cheered investors looking for signs of a “Goldilocks” scenario, where activity slows enough to keep further interest rate hikes ...