Investing: Articles
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US GDP: Details stronger than headline. Inflation upside risks a longer policy hold
26 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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Pictet Wealth Management: 2022 scenario for corporate bonds24 Jan 2022
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Perspectives - Outlook 202224 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
