"The UK’s public finances are once again in focus with the departmental spending review taking place this week. Recent weeks have seen the government change course on welfare policies, the costs of which will erode the fiscal headroom which has be...

Invesco released its 2025 Mid-Year Investment Outlook with insights on the near-term expectation for global markets through the remainder of the year. The first half of 2025 brought unprecedented challenges, led by a broad reordering of trade...

Tilo Wannow ODDO BHF Asset Management. Donald Trump's aggressive tariff policy is keeping the world on edge. The US has become less reliable as a trading partner and less attractive than in the past as a destination for European companies expor...

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. President Trump’s “bromance” with Elon Musk, the world’s richest man, broke up last week as Musk attacked Trump’s Big Beautiful Bill as an abomination. The Congressional Budg...

By François Rimeu, Senior Strategist, Credit Mutuel Asset Management Crédit Mutuel Asset Management is an asset management company of Groupe La Française, the holding company of the asset management branch of Crédit Mutuel Alliance Fédérale. ...

Vincent Marioni joined Allianz Global Investors in 2014, after managing several funds specialising in European credit, notably at Natixis IM. Since 2017, he has also held the position of CIO for European Credit. We recently had the opportunity...