Emmanuel Petit, Associé-Gérant, General Partner, Head of Fixed Income & Philippe Lomné, Fixed Income Portfolio Manager Specialisation: IG Credit IG & Crossover Rothschild & Co Asset Management. The resurgence of trade tensions has rekindled inflationary pressures and accentuated monetary policy divergences between the US and…

Pushing for deals César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Israel struck Iran’s nuclear programme and military facilities last week, killing top commanders and scientists after the UN nuclear watchdog found Tehran was breaching its nonproliferation obligations. Iran retaliated, with the two sides duly…

Xiao Cui, Senior Economist, at Pictet Wealth Management, ahead of this week’s Fed meeting.  The Fed is widely expected to remain on hold this week, and we expect the Fed will maintain this stance through at least the summer. Since the last FOMC meeting, inflation…

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. Against the backdrop of Trump's economic policy, it will become increasingly difficult for the US to finance its government spending. International investors are noticeably more cautious about buying US government bonds – at a…

Mahmood Pradhan, Global Head of Macroeconomics at Amundi Investment Institute, sees a lot of opportunities in Europe, although there is certainly still work to be done on the Old Continent and trade tariffs could still throw a spanner in the works. At the same time,…

We remain underweight most developed market stocks as US tariff policy is still unclear but are more enthusiastic about emerging market assets. Asset allocation: when uncertainty lingers, caution prevailsFor a short while during May, President Trump distracted the markets from his rolling tariff announcements with…