Investing

Crude awakening César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review After a full week of the Iran war, the wildcard scenario of the Strait of Hormuz being effectively closed is now a reality. Last week, just a handful of ships managed…

Christoph Ohme, CFA, Head of German Equities ODDO BHF AM GmbH. “Structural demand will remain with us for a long time to come” – Fund manager Christoph Ohme on investments in defense. Many investors are wondering whether defense and military stocks can offer stable returns…

Norman K., an independent wealth management platform dedicated to international entrepreneurs and prominent families, officially inaugurated its new office in Luxembourg on 4 March 2026. The inauguration evening, held at Tero House17 Luxembourg, marked an important milestone for the Norman K Group, which was delighted…

Iran conflict widens Iranian Supreme Leader Ayatollah Ali Khamenei and 40 top officials were killed in joint US and Israel strikes on Saturday, an assault that triggered retaliatory strikes by Tehran across the Middle East. With Operation Eric Fury, US President Donald Trump is aiming for…

Grégoire Kounowski, Head of Advisory at Norman K. The joint operation carried out by the United States and Israel against Iran marks a turning point in the intensity of the conflict and increases the risk of regional destabilization. The sudden military escalation observed in the…

In 2025, Allianz Global Investors (AllianzGI) slightly reduced its overall opposition to Belgian listed companies, yet it continues to take a particularly firm stance on executive remuneration. This emerges from the Belgian voting results for 2025 and the updated 2026 Global Voting Policy. AllianzGI voted…

Renewed uncertainties  Context Global growth remains strong and is accelerating in the US, Europe and Japan. In the US, tax cuts from the One Big Beautiful Bill are starting to kick in. Later this year, Kevin Warsh, the nominee to lead the Federal Reserve, is likely…

Yanxiu Gu, Fund manager, ODDO BHF China Equity Stars, at ODDO BHF AM February 2026 After three years of bear market, China is again attracting interest from international investors according to us. The turning point came in late September 2024, when Beijing launched a strong…

Paul Reuge, European Equities Portfolio Manager Rothschild & Co Asset Management. Will the performance of listed properties companies in 2026 be able to exceed returns on equity that are close to historical highs¹? The question is legitimate after the performance of the 2025 vintage, which on average…

Renewed uncertainties  César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Last week saw an increase in market uncertainties, driven by the Supreme Court of the United States (SCOTUS) ruling against many of President Donald Trump’s global tariffs. The court decided that…