Emerging market (EM) small caps once again appear to be in the sweet spot, benefitting from resumed political stability in India, signs of a global recovery being led by EMs, and perhaps also CPI moderation in the US. Meanwhile, having an ...

Corporate Power Purchase Agreements are green electricity purchase contracts used by companies and have seen an average growth of 27% over the last 5 years. They have the advantage of fixing a guaranteed price over an average period of 15 ye...

Laurent Denize, Global Co-CIO, ODDO BHF AM. "It is time to re-invest in the Small and Mid-Caps segment with a preference for Mid over Small. EPS growth momentum is better for pretty similar valuation discounts. " Europe faces significa...

Macron’s gamble César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review US equity indexes rose last week, with the S&P 500[i] up 1.6% and the Nasdaq[ii] up 3.3% (both indexes in USD). Some promin...

Europe turns right César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US equity indexes clocked up weekly gains in the face of mixed economic messages (weakening manufacturing activity versus st...

Azad Zangana, Senior European Economist and Strategist at Schroders We assess the economic implications as populist parties look set to take more control of political agendas in Europe. French President Emmanuel Macron has called fo...