By François Rimeu, Senior Strategist, La Française AM The Governing Council (GC) should leave its interest rates unchanged at the April meeting, but ECB President Christine Lagarde will probably pre-announce that the GC will lower its interes...

The ODDO BHF AM Private Assets team is launching its first European long-term investment fund. Called ODDO BHF Commit for Tomorrow ELTIF, it has been structured in accordance with ELTIF 2.0, a regulation meant to promote access to private eq...

Payroll eclipse César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Last week was an unsettled one for markets rattled by geopolitics and doubts about the timing and extent of Fed rate cuts. The...

You will find below a commentary by Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, ahead of this Thursday’s ECB meeting. With a majority of Governing Council (GC) members now seemingly united behind a firs...

Comments by Franck Dixmier, Global CIO Fixed Income at Allianz Global Investors. The ECB is likely to maintain the status quo at its monetary policy meeting on 11 April. But it should give some indication of a first rate cut, which we ...

In China’s slowing economy, sportswear remains one of a small number of industries underpinned by solid domestic demand. The disconnect between the sector’s improving fundamentals and depressed valuations creates opportunities. It’s no easy tas...