Articles
25 Sep 2025
With ODDO BHF Global Target 2031, ODDO BHF AM continues to expand its flagship range of fixed maturity funds by offering a fund invested in a diversified portfolio of high-yield bonds. What sets this fund apart from its predecessor version...
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25 Sep 2025
‘Risk management’ cut
César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management.
The Federal Reserve cut interest rates by 25bps, as expected, with Fed Chairman Jerome Powell framing the move as a “risk-management” cut. Mark...
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19 Sep 2025
Didier Bouvignies, General Partner, CIO, Rothschild & Co Asset Management.
Over the summer, the major global equity markets in the United States, Europe, and China rose steadily. France was the only real exception, once again penalise...
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19 Sep 2025
Fed: time to cut
César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management.
Stocks rose last week as markets looked ahead to a widely expected interest rate cut by the Federal Reserve this week. US core consumer price inflat...
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18 Sep 2025
Representing APG’s first allocation to infrastructure debt, Schroders Capital has developed a tailored investment solution to capture the growing opportunity set in the infrastructure debt investment universe that also aligns with APG’s sustaina...
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16 Sep 2025
- AI-driven productivity meets macroeconomic headwinds and energy constraints
- Investment opportunities shift toward emerging markets
- Three scenarios explore diverging paths for inflation, growth, and global stability
Laurens Swinkels
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