Investing: Articles
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Power shift: investing in the electrification megatrend
07 Sep 2026
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Transition finance: A key tool for transforming the global economy04 Sep 2026
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Biggest oil deal in history04 Sep 2026
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All eyes on Fed and retailers21 Aug 2026
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Inflation anticipation14 Aug 2026
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Living longer requires an investment portfolio that generates income11 Aug 2026
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Situational (mis) awareness07 Aug 2026
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The Real AI Bottleneck Isn't Compute, It's Memory31 Jul 2026
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AI capex mistrust31 Jul 2026
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Chip dip24 Jul 2026
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Is gold still a safe-haven asset?17 Jul 2026
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Hormuz, open or closed?17 Jul 2026
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German reform package agreed10 Jul 2026
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Happy 250th Anniversary03 Jul 2026
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Fintech Revenues Hit $650B Globally But Europe Is Still Leaving Money on the Table, Investor Says01 Jul 2026
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Main Capital Partners closes landmark €5.25bn dual fundraise in under six months24 Jun 2026
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A deal… to sign a deal23 Jun 2026
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SpaceX and the AI Giants: Heading Toward a Record Year for IPOs?12 Jun 2026
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LBP AM and La Financière de l'Échiquier Plan Merger to Create a Leading European Asset Manager08 Jun 2026
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Waiting for a deal05 Jun 2026
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A blockbuster year for IPOs03 Jun 2026
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Robeco launches QI Global Enhanced Index Equities, expanding its global quant offering31 May 2026
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From the Magnificent Seven to the Magnificent Ten: SpaceX and the new power of index mechanics31 May 2026
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SpaceX-traterrestrial ambitions28 May 2026
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A new world order, a new investment approach?23 May 2026
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A Warsh welcome!22 May 2026
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Europe's private equity repricing: why the continent may finally be catching up19 May 2026
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Seven trends to watch in 2026 and beyond13 May 2026
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Crédit Mutuel Asset Management: April – Equity Convictions30 Apr 2026
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AllianzGI Outlook: “When uncertainty rises, conviction is key”03 Apr 2026
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“The U.S. market will remain less volatile”31 Mar 2026
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Ethna-AKTIV impresses with top marks and double award25 Mar 2026
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State Street: Equity rotation within tech sector21 Mar 2026
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Oil shock19 Mar 2026
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Emerging market water innovators: turning stress to solutions19 Mar 2026
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Forced to Wait18 Mar 2026
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Operation Epic Fury launched10 Mar 2026
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Tariffs are dead, long live the new tariffs10 Mar 2026
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From AI-phoria to AI-phobia?26 Feb 2026
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Seier (ODDO BHF AM): 'Momentum is a core investment.'26 Feb 2026
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Recognising and systematically avoiding unfavourable investment behaviour25 Feb 2026
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The return to favor of small caps20 Feb 2026
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Big in Japan16 Feb 2026
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State Street: Equity allocation peaks while bond allocation at lowest point since 200813 Feb 2026
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New Fed chair09 Feb 2026
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Oleksandr Pidlubnyy (AllianzGI): “Defensive investing in the pet industry, with strong prospects”05 Feb 2026
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Green deal29 Jan 2026
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Bull market: bubble, stop or encore?28 Jan 2026
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Clear message from Europe’s investors: Europe doesn’t lack capital – it lacks coordination, speed, and execution28 Jan 2026
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Falling Property Prices Are Creating New Risks for Chinese Homeowners26 Jan 2026
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Comments by Michael Krautzberger, CIO Public Markets at AllianzGI, ahead of the Fed Meeting 27-28 January26 Jan 2026
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Eventful beginning22 Jan 2026
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Norman K. continues its international expansion with the opening of an office in the Grand Duchy of Luxembourg20 Jan 2026
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Fed in focus19 Jan 2026
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Donroe Doctrine13 Jan 2026
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Fidelity Analysts: AI is starting to make itself useful to businesses05 Jan 2026
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After a challenging year for quality stocks, there is catch-up potential19 Dec 2025
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AI trade in trouble19 Dec 2025
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Artificial intelligence: Not a bubble… yet18 Dec 2025
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Waiting for Powell12 Dec 2025
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Antin to acquire NorthC, a leading European enterprise colocation data centre platform, from DWS11 Dec 2025
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Critical materials: the challenge of European sovereignty08 Dec 2025
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Holiday retail cheer05 Dec 2025
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Peace prospects28 Nov 2025
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Robeco publishes 2026 Outlook: ‘The synchronized shift’18 Nov 2025
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Markets jumpy on confusing data14 Nov 2025
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DWS and Nippon Life India Asset Management Plan to Enter into Strategic Collaboration in Alternatives, Passives and Global Distribution14 Nov 2025
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Trade Republic expands its Crypto Offering with a new Wallet - enabling customers to transfer, pay, and stake crypto with a regulated bank.14 Nov 2025
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A decade behind: Fidelity research reveals the 10+ years retirement savings gap13 Nov 2025
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AllianzGI: “Europe Poised for a Catch-Up in 2026”10 Nov 2025
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Tariffs on trial06 Nov 2025
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Chickening out?31 Oct 2025
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"Responding to the challenges of European sovereignty”30 Oct 2025
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Signs of stress24 Oct 2025
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The great digital decoupling21 Oct 2025
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US fiscal situation: hardly sustainable21 Oct 2025
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Trump China tariff threat 2.017 Oct 2025
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Japan heading for first female PM10 Oct 2025
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Anna Rosenberg (Amundi): 'The world is now one big emerging country'09 Oct 2025
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Is buying high a good strategy?09 Oct 2025
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Navigating volatile markets: the case for global flexible asset allocation through ETFs03 Oct 2025
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Entering October03 Oct 2025
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Will bonds overshadow equities?02 Oct 2025
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Safety ropes recommended25 Sep 2025
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Latest addition to ODDO BHF AM’s range of fixed maturity bond funds: ODDO BHF Global Target 203125 Sep 2025
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Don't fight the Fed25 Sep 2025
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Markets Regain Momentum, while France continues to struggle19 Sep 2025
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All eyes on Powell19 Sep 2025
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Robeco publishes Expected Returns 2026-2030: ‘The Stale Renaissance’16 Sep 2025
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Ishiba out, Bayrou next?11 Sep 2025
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Political challenges04 Sep 2025
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Good to go29 Aug 2025
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Schroders Capital: Private equity continuation market to quadruple in size over coming decade19 Aug 2025
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High stakes in Alaska14 Aug 2025
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Jobless jolt07 Aug 2025
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Tariff tango01 Aug 2025
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Why German equities are currently outperforming French equities28 Jul 2025
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Out of the office, not out of danger28 Jul 2025
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Japan’s political typhoon28 Jul 2025
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Tariff inflation delayed, not avoided18 Jul 2025
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American economic policy at a dangerous turning point17 Jul 2025
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To TACO or not to TACO?17 Jul 2025
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Sustainable finance indicators: which ones will banks use in 2026?16 Jul 2025
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Investing to achieve sustainable impact in the era of ESG turmoil09 Jul 2025
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Big and Beautiful?09 Jul 2025
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Equities enter slightly calmer waters09 Jul 2025
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The future of private equity: The road to mass democratization07 Jul 2025
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Five-year return forecasts for equities, bonds, currencies and alternatives03 Jul 2025
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War and Peace03 Jul 2025
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Catching fallen angels03 Jul 2025
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"The Fed will have to act by necessity"27 Jun 2025
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Dire Straits25 Jun 2025
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Two Decades of Dinstinction: Pictet Premium Brands delivers 412% return since inception23 Jun 2025
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Europe’s savers stuck in cash: New Financial and Fidelity International report reveals opportunity to unlock €4.8trn over the next decade22 Jun 2025
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When the “Big Beautiful Market” meets the “Big Beautiful Bill”20 Jun 2025
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U.S. debt problems offer opportunities for Europe20 Jun 2025
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Why is the credit market still so attractive?19 Jun 2025
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War in the Middle East19 Jun 2025
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FOMC preview19 Jun 2025
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Navigating Uncertainty: Amundi’s Mid-Year 2025 Global Investment Outlook17 Jun 2025
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Pradhan (Amundi): 'German government bonds are attractive'17 Jun 2025
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From the “end of history” to “history without end”16 Jun 2025
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Tariff conflict: How robust are companies, and what can they do to respond to uncertainty?16 Jun 2025
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AI investments demand tolerance for high volatility16 Jun 2025
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Tariff conflict: How robust are companies, and what can they do to respond to uncertainty12 Jun 2025
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Redefining Philanthropy: The Rising Generation's Approach to Wealth Stewardship06 Jun 2025
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Tariffs’ trial06 Jun 2025
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Does it still make sense to invest in subordinated financial bonds?06 Jun 2025
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How to foster responsible artificial intelligence05 Jun 2025
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Credit Mutuel Asset Management: How to foster responsible artificial intelligence04 Jun 2025
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Mr. Bond hits back28 May 2025
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Habemus Donald Trump for another 1,300 days23 May 2025
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Recalibration23 May 2025
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Pictet Wealth Management’s latest positioning across asset classes and investment themes.23 May 2025
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State Street SPDR ETFs: Defensive Factor Strategies Taming the US Equities Bear21 May 2025
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Schroders Capital’s European sub-IG infrastructure debt strategy raises €2bn20 May 2025
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Introducing the “One, Big, Beautiful Bill”19 May 2025
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An ever-evolving geopolitical chessboard16 May 2025
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Fumata bianca15 May 2025
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FOMC preview – On hold until hard data deteriorates09 May 2025
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Trump’s first 100 days: of trial balloons and hot air02 May 2025
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Trump pivots on tariffs02 May 2025
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Waiting for Trump to pivot29 Apr 2025
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Next generation of healthcare29 Apr 2025
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Pictet Wealth Management’s latest positioning across asset classes and investment themes.25 Apr 2025
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European markets first to benefit from Donald Trump's policies25 Apr 2025
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Market musings: Mind the gap! - Dividend and Value23 Apr 2025
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Why private equity structurally tend to outperforms the stock market22 Apr 2025
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German equities comeback, capitalizing on investment packages amid trade uncertainty17 Apr 2025
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Engaging selectively in equity markets17 Apr 2025
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Impoverishment Day17 Apr 2025
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The artificial intelligence revolution: Progress without brakes?17 Apr 2025
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From tariffs on goods to tariffs on capital?16 Apr 2025
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The current markets require flexibility and firms convictions12 Apr 2025
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Stay calm, stick to your plans and be open to opportunities12 Apr 2025
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Fidelity: Investors fear bear market, but must keep cool heads08 Apr 2025
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Pictet Asset Management: Update Pictet-Digital and Pictet-Robotics02 Apr 2025
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Blockchain: Large-scale adoption accelerated by supportive regulatory momentum28 Mar 2025
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Liberation Day28 Mar 2025
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Celebrating 25 years of Pictet's Water strategy: a journey of innovation and impact28 Mar 2025
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AI and Healthcare: what opportunities lie ahead?27 Mar 2025
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Industrial competitiveness and European energy security24 Mar 2025
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FOMC preview – Lower Growth, Higher Inflation, Increased Uncertainty, but No Rush to Act20 Mar 2025
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Not so exceptional19 Mar 2025
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Europe is back! Make Europe Great Again19 Mar 2025
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Battle stations!18 Mar 2025
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Emerging market economies are more resilient than investors realise14 Mar 2025
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Co-investment: Pictet’s approach in action14 Mar 2025
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Merz’s “whatever it takes” moment13 Mar 2025
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Crédit Mutuel Asset Management: March – Asset Allocation Convictions10 Mar 2025
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Waning confidence05 Mar 2025
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Is the US the only place left for equity investors? Why it's also worth taking a look at Europe.28 Feb 2025
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Malaysia: back on the emerging market equities map27 Feb 2025
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German relief27 Feb 2025
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A Mixed election outcome26 Feb 2025
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Prospect of a stable German government is good news for the German stock market25 Feb 2025
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Does the new geopolitical landscape call into question the transition theme?24 Feb 2025
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Germany before the election: hope dies last24 Feb 2025
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A 360° View on Monetary Policies21 Feb 2025
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International diversification offers protection against possible trade conflicts20 Feb 2025
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Dealing with Donald Trump's new trade war20 Feb 2025
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DeepSeek: A Sputnik Moment?18 Feb 2025
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Le diable est dans les détails18 Feb 2025
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Devil in the detail18 Feb 2025
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SHOULD WE FEAR EUROPEAN BANKING M&A?14 Feb 2025
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US Trade Policy: Stormy weather ahead for Europe13 Feb 2025
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China hits back13 Feb 2025
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LA FRANÇAISE APPOINTS ALEXANDRE MENENDEZ AS HEAD OF CLIENT PORTFOLIO MANAGEMENT12 Feb 2025
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Listed Real Estate: 2024 review and 2025 outlook10 Feb 2025
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2024 review and 2025 outlook: European equity06 Feb 2025
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AI Sputnik moment?06 Feb 2025
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DeepSeek disruption highlights need for resilient portfolios03 Feb 2025
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La Française: Will European automotive suppliers find their way?03 Feb 2025
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BlackRock comment on DeepSeek developments, implications for US tech companies03 Feb 2025
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Technology sector volatility: Investors spooked by China’s AI startup03 Feb 2025
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Il pourrait s'agir d'un tweet03 Feb 2025
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ONWARD Medical's ARC-EX System Now Available on US Veterans Affairs Online Procurement Platforms29 Jan 2025
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DeepSeek disruption highlights need for resilient portfolios29 Jan 2025
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In all directions, markets are doing well25 Jan 2025
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Bioqube Ventures Unveils Spica Therapeutics to Pioneer Macrophage-Subset Targeted Therapies24 Jan 2025
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Fed on hold23 Jan 2025
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Altaroc Confirms Its European Development Strategy with the ELTIF 2.0 Approval23 Jan 2025
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Invesco expands Equal Weight range with ETF offering advantage of a swap-based approach17 Jan 2025
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Record highs, positive sentiment – what could go wrong?19 Dec 2024
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Five things to watch in what could be a wild 202519 Dec 2024
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Towards a Global Treaty against plastic pollution: challenges and opportunities12 Dec 2024
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State Street: Institutional investors with biggest overweight in equities in 16.5 years12 Dec 2024
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Fund Insight : ODDO BHF AM Active Small Cap03 Dec 2024
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Political gymnastics02 Dec 2024
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Fund Insight : ODDO BHF AM Green Planet29 Nov 2024
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State Street SPDR ETFs: Trump Win Delivers Equity Sector Winners and Losers14 Nov 2024
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MFS: Trump presidency good for US stocks, dollar and gold07 Nov 2024
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Fund Insight : ODDO BHF AM Active Small Cap28 Oct 2024
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Fund Insight: ODDO BHF POLARIS FUNDS RANGE25 Oct 2024
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Fund Insight: ODDO BHF AM Green Planet21 Oct 2024
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Pictet Research Institute - Debt Dilemma: Unravelling the Sustainability of US Debt16 Oct 2024
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Fund Insight: ODDO BHF AM Artificial Intelligence11 Oct 2024
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Fund Insight: ODDO BHF AM Artificial Intelligence08 Oct 2024
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Emerging market local currency sovereign bonds - Update07 Oct 2024
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Weekly View: China unveils stimulus07 Oct 2024
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Fund Insight: ODDO BHF POLARIS FUNDS RANGE26 Sep 2024
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Weekly View: Back to the 50s24 Sep 2024
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Time to put your money back to work19 Sep 2024
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Taking the pulse of Chinese household spending18 Sep 2024
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Weekly View: All eyes on the Fed18 Sep 2024
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Fund Insight: ODDO BHF AM Green Planet17 Sep 2024
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FOMC preview – start with 25bps but stress flexibility17 Sep 2024
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ECB: “Que sera sera”13 Sep 2024
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Policy normalization or labour market rescue?13 Sep 2024
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ECB preview: recent data seal the deal for a September rate cut12 Sep 2024
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Weekly View: Temperature check12 Sep 2024
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Weekly View: All that glitters is not gold29 Aug 2024
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Fidelity: Broad range of sectors wil drive equities higher20 Aug 2024
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Weekly View: It’s all about growth15 Aug 2024
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Flash Note - Macro update: growth scare vs. recession risks12 Aug 2024
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Weekly View: -12σ09 Aug 2024
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Fund Insight: ODDO BHF POLARIS FUNDS RANGE05 Aug 2024
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July FOMC preview – Less is more30 Jul 2024
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Weekly View: Summer of small caps30 Jul 2024
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Fund Insight: ODDO BHF AM Artificial Intelligence29 Jul 2024
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The BOJ’s path to normalising monetary policy26 Jul 2024
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Japanese equities - A cyclical market driven by structural forces24 Jul 2024
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Monthly investment brief: Beneath the surface23 Jul 2024
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Weekly View: Bye bye Biden23 Jul 2024
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ECB: “Two-handed” Lagarde23 Jul 2024
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Macroeconomic view: Trump wins, Macron loses – What are the consequences?22 Jul 2024
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Fund Insight: ODDO BHF AM Active Small Cap22 Jul 2024
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Chart Room: Back to the future with hybrid EVs19 Jul 2024
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Real estate is emerging from the ‘hurricane’16 Jul 2024
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Weekly View: Assassination attempt16 Jul 2024
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Weekly View: Politics DO matter11 Jul 2024
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Pictet Alternative Advisors buys Technology Services Group09 Jul 2024
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Barometer: Scaling back IT but still positive on stocks09 Jul 2024
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Weekly View: Down but not out03 Jul 2024
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Focus on China - Home appliances winning outside home02 Jul 2024
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Secular Outlook 202427 Jun 2024
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Brand innovation: not tech, but design26 Jun 2024
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Weekly View: The Week After25 Jun 2024
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Premium brands: travel moves upmarket25 Jun 2024
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Trade Republic internalizes securities settlement onto its own custody platform.25 Jun 2024
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Horizon 2024 – Gearing up for change24 Jun 2024
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Fund Insight: ODDO BHF AM Artificial Intelligence24 Jun 2024
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Fund Insight: ODDO BHF POLARIS FUNDS RANGE24 Jun 2024
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Fund Insight: ODDO BHF AM Active Small Cap24 Jun 2024
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Fund Insight: ODDO BHF AM Green Planet19 Jun 2024
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Monthly investment brief: ‘SMID’ is beautiful… despite France19 Jun 2024
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Weekly View: Uncomfortable19 Jun 2024
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Weekly View: Poll position17 Jun 2024
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Flash Note - June FOMC preview – Let the data speak10 Jun 2024
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Flash Note - ECB meeting10 Jun 2024
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State Street SPDR ETFs: European Small-cap Equities: Are Doves Preparing for Takeoff?07 Jun 2024
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Flash Note - Investment-grade corporate bonds06 Jun 2024
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Japan back at the forefront05 Jun 2024
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Weekly View: One step at a time04 Jun 2024
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Fund Insight: ODDO BHF AM Artificial Intelligence04 Jun 2024
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Flash Note - ECB preview: one step at a time03 Jun 2024
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Fund Insight: ODDO BHF AM Active Small Cap30 May 2024
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Flash Note - Monetary policy transmission weakens, but still restrictive30 May 2024
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Weekly View: Time to Reassess28 May 2024
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Europe, not the US, is the place to look for value stocks24 May 2024
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Euro area wages: the final check24 May 2024
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Fund Insight: ODDO BHF POLARIS FUNDS RANGE24 May 2024
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Focus on Metals: Metallurgy, the main tool of the industrial transition23 May 2024
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Weekly View: Breaking new ground23 May 2024
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Macroeconomic view: Europe at the polls: what’s at stake for the future?23 May 2024
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Monthly investment brief: US election – What to expect from Trump Season 222 May 2024
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Fund Insight: ODDO BHF AM Green Planet22 May 2024
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Pictet Asset Management - Barometer May 2024 : Stars align for European equities13 May 2024
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Weekly View: Still standing30 Apr 2024
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Flash Note - May FOMC preview – it will take longer29 Apr 2024
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The dividend pay-off26 Apr 2024
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US GDP: Details stronger than headline. Inflation upside risks a longer policy hold26 Apr 2024
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Fund Insight: ODDO BHF AM Active Small Cap25 Apr 2024
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US commercial paper offers diversification opportunities24 Apr 2024
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Weekly View: More of the same?24 Apr 2024
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Macroeconomic view: The moment of truth for public debt22 Apr 2024
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Monthly investment brief: The end of the American Dream?22 Apr 2024
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Pictet launches ELTIF focused on co-investments in environmental technology22 Apr 2024
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AllianzGI receives approval to commence wholly foreign-owned public fund management business in Mainland China19 Apr 2024
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Pictet Asset Management harnesses power of AI for new fund launch19 Apr 2024
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Weekly View: Cuts postponed… again16 Apr 2024
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Pictet Asset Management launches Pictet-EUR Income Opportunities16 Apr 2024
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Israel-Iran: what next?15 Apr 2024
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Flash Note - Later and Fewer15 Apr 2024
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Deanchoring11 Apr 2024
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Fund Insight: ODDO BHF AM Green Planet10 Apr 2024
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The case for private debt in a widening funding gap10 Apr 2024
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AllianzGI to vote against Woodside Energy's Climate Transition Action Plan and the election of the chair of the board10 Apr 2024
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ODDO BHF Asset Management launches its first ELTIF 2.0 fund, ODDO BHF Commit for Tomorrow ELTIF, with the goal of financing tomorrow’s solutions09 Apr 2024
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Weekly View: A story of two halves09 Apr 2024
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ECB preview: A dovish hold paves the way for a first rate cut in June 08 Apr 2024
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No change of plan for the ECB08 Apr 2024
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“Private equity remains a must”05 Apr 2024
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Weekly View: Inflation: we’re not there yet03 Apr 2024
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Chart room: Bubble trouble? Not yet, say Fidelity analysts01 Apr 2024
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The Bank of Japan’s quiet revolution 28 Mar 2024
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Fund Insight: ODDO BHF AM Active Small Cap27 Mar 2024
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Weekly View: Not ruling anything in or out26 Mar 2024
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Did the global easing cycle begin this week?22 Mar 2024
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Fund Insight: ODDO BHF POLARIS FUNDS RANGE22 Mar 2024
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March FOMC – Fed sticks with three cuts and Powell downplayed recent inflation uptick21 Mar 2024
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Fund Insight: ODDO BHF AM Artificial Intelligence21 Mar 2024
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Macroeconomic view: What risks for the global economy?21 Mar 2024
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Fund Insight: ODDO BHF AM Green Planet20 Mar 2024
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How to profit from US-China tensions?20 Mar 2024
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Japan: BoJ scraps NIRP and YCC, but keeps monetary easing20 Mar 2024
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R-co Valor Bond Opportunities or the ability to flourish in uncertainty20 Mar 2024
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Capital Group belicht zeven kansen bij smallcaps20 Mar 2024
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Weekly View: It’s all about the dots19 Mar 2024
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Monthly investment brief: Myths and realities15 Mar 2024
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Credit where credit is due15 Mar 2024
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AllianzGI appoints Jeroen Vrancken as Head of Wholesale in Benelux14 Mar 2024
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Barometer: Tech's profit growth should continue to propel stocks13 Mar 2024
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Weekly View: Increased confidence12 Mar 2024
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Flash Note - ECB: Hey June… 08 Mar 2024
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Interview: “There are new alternatives to equities out there for diversifying one’s investments”07 Mar 2024
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The Silver Economy, an investment thematic riding a structural trend07 Mar 2024
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Grains dip, cocoa soars, gold and oil see rays of strength07 Mar 2024
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Down but not out: why Chinese stocks should retain their place in global portfolios07 Mar 2024
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La Française: The untapped potential of gender diversity as a growth driver07 Mar 2024
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The risk of staying risk-free06 Mar 2024
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Weekly View: Getting closer05 Mar 2024
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ECB preview: 2%, or not 2%?04 Mar 2024
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AI: fad or margin effect?20 Feb 2024
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State Street: Outsourced trading is gaining momentum14 Feb 2024
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A tactical opportunity emerges in equities09 Feb 2024
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ODDO BHF Polaris asset allocation Assessment and positioning for 202408 Feb 2024
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La Française: SYSTEMS-BASED INVESTING - SOLVING THE RUBIK’S CUBE06 Feb 2024
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January FOMC meeting: push back on imminent rate cuts, moving to a neutral position.01 Feb 2024
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The right 2024 strategy according to J Safra Sarasin01 Feb 2024
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The 5 lessons investors should learn from 202324 Jan 2024
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Generative AI Spending from Banking Industry to Grow by over 1,400% by 2030, as Banks Seek to Scale AI to Revolutionise Business Models23 Jan 2024
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Markets wait for earnings guidance23 Jan 2024
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AXA IM: A cyclical recovery in the automation and semiconductor markets19 Jan 2024
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Chart Room: After a record-breaking year, where next for leveraged finance16 Jan 2024
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Markets getting carried away09 Jan 2024
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Insurance Investment Outlook 2024: Catching opportunities across the risk spectrum09 Jan 2024
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AXA IM: Risk asymmetry - Euro area at risk of “proper recession” while US won’t bring down inflation to 2%09 Jan 2024
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Soft take-off09 Jan 2024
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The “60/40” strategy is back20 Dec 2023
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DWS expects first ECB rate cut in june 202414 Dec 2023
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Fidelity 2024 Outlook: Soft landing now, cyclical recession later12 Dec 2023
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All-time highs not far05 Dec 2023
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Pictet announces first direct private equity investment29 Nov 2023
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ELTIF 2.0 - Qu’est-ce que cela signifie pour les investisseurs ?29 Nov 2023
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State Street SPDR ETFs: Calmer Times Ahead for Global Aggregate?29 Nov 2023
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SSGA: Down-side skew in EM equities returns22 Nov 2023
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La Française: Correction, and after rebound.14 Nov 2023
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AI and quantitative investing: the beginning of a beautiful friendship?26 Oct 2023
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Global dividend investing – growth with resilience12 Oct 2023
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Macro Digest: Middle East in Focus09 Oct 2023
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M&G invests in pioneering cancer screening and detection biotechnology company Harbinger Health07 Oct 2023
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Private infrastructure: Providing access to the key drivers of the infrastructure transition13 Sep 2023
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No let up for the ECB13 Sep 2023
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Mali Chivakul (J. Safra Sarasin): 'China will start betting on lower housing supply'07 Sep 2023
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Chart Room: The return of 60/40?21 Aug 2023
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Weekly View: On hold for now16 Aug 2023
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Fundamentals: Low cost carriers win again12 Jul 2023
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Saxo Q3 Outlook: AI - The Good, the Bad and the Bubble06 Jul 2023
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M&G gives the green light to NoTraffic with $25 million investment03 Jul 2023
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ODDO BHF AM - Focus on : Medical boom28 Jun 2023
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Hoe de Fed een recessie voorspelt zonder het te zeggen20 Jun 2023
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Neutralising risk16 Jun 2023
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Pictet Wealth Management’s latest positioning across asset classes and investment themes.16 Jun 2023
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La Française: Towards a world reshaped by artificial intelligence?15 Jun 2023
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Hunting for Japanese quality stocks14 Jun 2023
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Can Chinese stimulus finally get the economy going again?13 Jun 2023
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Reimagining wood: bringing timber to the masses12 Jun 2023
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Equities signal calm waters, or do they?07 Jun 2023
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Pictet Wealth Management - Weekly View: Refocusing on fundamentals06 Jun 2023
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La Française: The Exodus from NZIA06 Jun 2023
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Index concentration and valuation risks are back in US equities04 Jun 2023
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The AI hype feels like an echo from past bubbles04 Jun 2023
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Union Bancaire Privée acquires Angel Japan Asset Management25 May 2023
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A resurgent diversifier25 May 2023
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Great opportunities and risks lie ahead for semiconductors23 May 2023
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Japan and Greece: the two comeback countries22 May 2023
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Rethinking climate change mitigation15 May 2023
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Vanguard: Wantrouwen jegens bankensector houdt nog wel even aan04 May 2023
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A wave of macro events this week02 May 2023
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Onward publishes strong research results Up-LIFT study28 Apr 2023
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Carmignac: earnings season assumptions by Axelle Pinon25 Apr 2023
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Pictet Wealth Management - Weekly View: All eyes on earnings25 Apr 2023
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US banking turmoil: Cracking but not breaking21 Apr 2023
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La Française: Good things come to those who wait. But we can’t wait long!21 Apr 2023
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ODDO BHF AM - Market view : Back to a slight underweight in equities19 Apr 2023
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Novidam Capital Partners acquires Eclipse Group18 Apr 2023
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ODDO BHF AM - Monthly investment brief: Waiting for a clear signal18 Apr 2023
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Will the sun rise over Japanese equities?11 Apr 2023
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Quick Takes on Capital Markets: Preferred and capital securities: A market dislocation opportunity06 Apr 2023
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Central bank rates are getting closer to the peak05 Apr 2023
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Rothschild & Co Asset Management - Post-Credit Suisse: what is the outlook for the European AT1 market?05 Apr 2023
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European utilities: The second age of electrification04 Apr 2023
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Big is beautiful, small is smart04 Apr 2023
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Quick Takes on Capital Markets: Fed rate hikes: A history of subsequent crises30 Mar 2023
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La Française: Credit Suisse and European banks - what impact on the market?27 Mar 2023
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Chart Room: Technical bid buoys loan market as buyouts dry up24 Mar 2023
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ODDO BHF AM - Market view: From TINA to TAPAS: there are alternatives again20 Mar 2023
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La Française: Bank bankruptcies in the USA and the next dominoes to fall: financial markets are not looking in the right direction20 Mar 2023
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La Française: Bank bankruptcies in the USA and the next dominoes to fall: financial markets are not looking in the right direction20 Mar 2023
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SVB: everything everywhere all at once?16 Mar 2023
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Pictet Asset Management - Everything, everywhere all at once? What investors should reassess after Silicon Valley Bank's collapse15 Mar 2023
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Statement on Silicon Valley Bank’s bankruptcy14 Mar 2023
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The deposit game: A warning shot has been fired10 Mar 2023
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Powell turns hawkish: The calm before the storm?08 Mar 2023
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Pictet Wealth Management - Weekly View: A glass half full08 Mar 2023
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ODDO BHF Future of Food01 Mar 2023
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Higher for longer?01 Mar 2023
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The case for European equity exposure23 Feb 2023
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Is the high growth era of cloud computing over?19 Feb 2023
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La Française: Macroeconomics: Risk and opportunity for financial markets18 Feb 2023
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US CPI: The dilemma for equity investors14 Feb 2023
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Pictet announces full-year 2022 figures and change on Board of Partners07 Feb 2023
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Quick Takes on Capital Markets: Equity valuations: A case for global diversification01 Feb 2023
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Net profit of CHF 210.4 million for Union Bancaire Privée23 Jan 2023
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Growth concerns starting to bite harder19 Jan 2023
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US banking earnings disappoint13 Jan 2023
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The Chip War kicks into gear10 Jan 2023
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Could e-commerce stocks be the big positive surprise this year?06 Jan 2023
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Margin pressure will stifle 2023 earnings growth06 Jan 2023
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2023 brings the promise of emerging markets05 Jan 2023
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Equities in 2022: a fork in the road for globalisation24 Dec 2022
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Let’s bring on Bonds22 Dec 2022
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UBP Investment Outlook 202315 Dec 2022
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Demystifying currency hedging in fixed income09 Dec 2022
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CIO Outlook - December 202209 Dec 2022
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Could defence stocks end the year on a high?30 Nov 2022
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Pictet Asset Management expands Fixed Income range into Private Debt29 Nov 2022
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2022: Tech's annus horribilis24 Nov 2022
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César Pérez Ruiz shares his top 3 investment themes of the month15 Nov 2022
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Cyber security stocks in big plunge05 Nov 2022
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Powell statements confirm challenging environment for equities03 Nov 2022
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High-yield bonds, a key asset class in portfolio allocation31 Oct 2022
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Trick Or Trade Candy Stock Performance28 Oct 2022
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Belgian Greentech H2WIN raises 3.3 million euros26 Oct 2022
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Five lessons from the UK bond market crash19 Oct 2022
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The metaverse: a mega opportunity13 Oct 2022
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WisdomTree: Quality, the style that doesn’t go out of style06 Oct 2022
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César Pérez Ruiz shares his top 3 investment themes of the month06 Oct 2022
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All roads lead to a very exciting future of mobility03 Oct 2022
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Long-term reasons to invest in value equity funds27 Sep 2022
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Hawkish FOMC means more tailwind for dividend stocks23 Sep 2022
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State Street SPDR ETFs: Position for Uncertainty in Global Equities23 Sep 2022
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Cruise line stocks sail ahead in travel surprise19 Sep 2022
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ABN AMRO - ODDO BHF named best broker in Benelux07 Sep 2022
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Fixed income: where we stand07 Sep 2022
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More headwinds to come for equities01 Sep 2022
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Pictet announces H1 2022 results31 Aug 2022
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Consumer stocks to be hit by historically high energy costs30 Aug 2022
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Equities are rolling over as conditions are set to tighten23 Aug 2022
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Global inflation: Past the peak but still very troublesome16 Aug 2022
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Market rally: Beware of the Bear09 Aug 2022
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A closer look at the pitfalls and opportunities of investing in family businesses09 Aug 2022
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China Update: July manufacturing PMI slid back into contraction01 Aug 2022
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Nuclear poised to reverse negative perceptions26 Jul 2022
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Flash Note: Precious Metals19 Jul 2022
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Peak recession fears bring commodities down to earth16 Jul 2022
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State Street SPDR ETFs: Strategic Allocation to Real Assets15 Jul 2022
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InvescoL Impact exit Boris on British assets08 Jul 2022
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State Street SPDR ETFs: Inflation, Rate Hikes and Volatility08 Jul 2022
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César Pérez Ruiz shares his “3 on the 3rd” for July05 Jul 2022
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Warning signals are flashing out of South Korea22 Jun 2022
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Monthly Investment Brief - ODDO BHF Asset Management21 Jun 2022
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Value style outperformance in a bear market reflects the paradigm shift in rates20 Jun 2022
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Aggressive pricing hurts convertible bond market14 Jun 2022
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Tomorrow’s ECB meeting : all eyes on Christine Lagarde08 Jun 2022
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Equities are still expensive after rollercoaster May02 Jun 2022
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Chart Room: Valuations look more reasonable but there may be more to come02 Jun 2022
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Sell in May and go away ?25 May 2022
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How Rothschild & Co AM's approach to sustainable investment is different17 May 2022
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Markets lose their footing17 May 2022
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It is painful but peak capitulation has not been reached13 May 2022
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A complex equation13 May 2022
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Close to a peak?12 May 2022
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Story of the month - ODDO BHF Asset Management12 May 2022
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Sentiment in technology stocks is plummeting09 May 2022
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Private debt does some heavy lifting in Twitter buyout06 May 2022
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Quick Takes on Capital Markets: China markets: A policy predicament26 Apr 2022
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Bond investors need to understand the volatility cycle25 Apr 2022
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César Pérez Ruiz shares his “3 on the 3rd” for April20 Apr 2022
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Gold: ETF demand to the rescue!20 Apr 2022
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La Française commentary: Crédit Agricole takes a 9% interest in BPM, what’s the likelihood of a merger?13 Apr 2022
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ONWARD’s approach to treating hypotension for SCI may also apply to neurodegenerative conditions07 Apr 2022
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Pictet Wealth Management’s latest positioning across asset classes and investment themes.05 Apr 2022
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Pictet-Security: “Safety in the shelter?”04 Apr 2022
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Default risk hangs over Russian bonds14 Mar 2022
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First Participants Enrolled in ONWARD’s LIFT Home Study10 Mar 2022
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Surge in energy prices delays expected peak in inflation09 Mar 2022
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The benefits of co-investment09 Mar 2022
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3 on the 3rd – March 202207 Mar 2022
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Pictet launches fifth vintage of Monte Rosa Co-Investment strategy03 Mar 2022
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Columbia Threadneedle Investments reacts to the latest development in Ukraine25 Feb 2022
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State Street SPDR ETF: Inflation, Fed policy and the case for dividend stocks24 Feb 2022
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Pictet-Timber: everything looks good for wood24 Feb 2022
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Monthly Investment Brief - ODDO BHF Asset Management22 Feb 2022
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Chart Room: Rising rates aren’t always bad for ‘low vol’ strategies18 Feb 2022
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Seven megatrend themes to watch11 Feb 2022
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Less bezzle, more sparkle in the UK!08 Feb 2022
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Chart Room: Covid recovery tops the list of themes for 202204 Feb 2022
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Pictet AM Barometer: Buying the dip02 Feb 2022
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ECB Heads towards slow policy normalisation in 202302 Feb 2022
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Growth sectors still present opportunities28 Jan 2022
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Catch-2022 policy dilemma hits markets28 Jan 2022
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SURVEY: Professional investors losing out on inflation hedging benefits of commodities26 Jan 2022
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Perspectives - Outlook 202224 Jan 2022
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Pictet Wealth Management: 2022 scenario for corporate bonds24 Jan 2022
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Chart Room: Electric carmakers to outstrip ICEs by mid 2020s21 Jan 2022
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Rothschild & Co AM - Outlook Didier Bouvignies19 Jan 2022
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ODDO BHF AM: Make 2022 an opportunity19 Jan 2022
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Weekly View : The hawks club reigns18 Jan 2022
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2021 was a mindboggling year for equities29 Dec 2021
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Chart Room: 2021’s long goodbye to transitory inflation17 Dec 2021
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Chart Room: When it pays to consider low volatility strategies03 Dec 2021
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How to strengthen the "quality" of your investments?16 Nov 2021
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This month’s figure: 4011 Nov 2021
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Halloween comes early to Brazil29 Oct 2021
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State Street: Global investor confidence hits highest level in three years in October28 Oct 2021
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Flash info ODDO BHF Polaris funds range: Forward leaps in innovation - how investors can profit from the medical boom26 Oct 2021
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ECB: The future of QE25 Oct 2021
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Data a Cause For Concern?22 Oct 2021
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Energy crisis fuels commodity rally despite growth concerns22 Oct 2021
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Earnings Continue to Impress21 Oct 2021
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Pictet-Digital: “Digital transformation on hold?”20 Oct 2021
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NN IP Investment View: Europe’s sustainable finance regulation will drive global change20 Oct 2021
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ONWARD raises up to EUR 87 million in successful Initial Public Offering20 Oct 2021
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3 minutes chrono… To understand the “Net Zero”18 Oct 2021
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Emerging-market bonds and the search for carry13 Oct 2021
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Suspended04 Oct 2021
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Investor Confidence Falls 4.0 Points in September to 105.902 Oct 2021
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Pimp Up My Greenback30 Sep 2021
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Resurgence in M&A is set to continue29 Sep 2021
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Chart Room: The energy rally could run out of steam24 Sep 2021
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Stepping on the gas21 Sep 2021
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SSGA: What Investors Can Learn from 2021’s Most Popular Equity Trades21 Sep 2021
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eToro: Comment on Universal Music listing at Euronext Amsterdam21 Sep 2021
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UK inflation going up17 Sep 2021
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Chart Room: Fidelity analysts temper expectations for margin growth17 Sep 2021
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Chart Room: US restaurants devour record receipts amid rebound03 Sep 2021
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Business must act now to accelerate progress towards a sustainable future03 Aug 2021
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Global Investor Confidence Jumps 4.0 Points in July to 100.629 Jul 2021
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Chart Room: The value rally has further to go23 Jul 2021
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ODDO BHF AM - ODDO BHF Artificial Intelligence monthly flash14 Jul 2021
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ODDO BHF Private Debt platform completes additional closings to reach EUR 249 million for its Mittelstand senior loan strategy01 Jul 2021
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How picking the right high-emission polluters could green your portfolio30 Jun 2021
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Which sectors are most proactive in the race to net zero?25 Jun 2021
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Chart Room: The crisis and opportunity in recycling single-use plastics18 Jun 2021
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Fidelity: ECB's 'steady hand' sends clear dovish message11 Jun 2021
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Giesecke+Devrient supplies BBVA its new sustainable cards made of 100% recycled PVC10 Jun 2021
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Sustainable aviation fuel is ready for take-off31 May 2021
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The crowds are returning!27 May 2021
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US Stocks Rebound After Downfall14 May 2021
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More losses US stocks13 May 2021
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SSGA-SPDR: April Pullback May Present a Chance to Play the Value Reflation12 May 2021
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SSGA-SPDR: Target Stocks with a Long-Term Track Record06 May 2021
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Time to capitalise on value in Europe05 May 2021
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Chart Room: Why dividends make sense in an inflationary environment30 Apr 2021
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M&A Boom14 Apr 2021
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IPO target doubled to £20m amid strong demand07 Apr 2021
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Chart Room: Energy and industrials sectors to bounce back in 202102 Apr 2021
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Chart Room: Retail investors pile into the fastest growing stocks26 Mar 2021
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48 hours in oil: A supply shock to counter the demand shock25 Mar 2021
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SSGA-SPDR: All the Excitement of a Commodities Supercycle25 Feb 2021
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Chart Room: Risk-on and on, with caveats12 Feb 2021
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Why the S&P 500 outperformed the Stoxx 60011 Feb 2021
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Chart Room: The return of the value super-cycle?01 Feb 2021
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How finding the quality within value was crucial in 202028 Jan 2021
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What next for Biden’s climate and social agenda?28 Jan 2021
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Schroders Equity Lens: your new go-to guide to global equity markets28 Jan 2021
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Are any stock markets cheap going into 2021?28 Jan 2021
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S&P Dow Jones Indices: 2020 -Timing and speed of the markets recovery around the world differed greatly19 Jan 2021
