20 septembre 2022 Italy: Amundi sees opportunity if BTP spread hits 300 bp Top market experts at Europe’s biggest fund manager, Amundi, do not believe that...
15 septembre 2022 As inflation subsides, M&G eyes the slowdown and the war Central bank interest rate hikes seems to have had their desired effect, with...
12 septembre 2022 Chart of the week: A few rate hikes, but then what? In retrospect, we can say that central banks used the annual Jackson Hole...
06 septembre 2022 Pictet keeps equities underweight, downgrades Chinese stocks Pictet Asset Management advises its clients to remain underweight in equities...
29 août 2022 Chart of the week: German inflation nearing 10% It was a huge shock. The 37.2 percent increase in German producer prices, or PPI...
26 août 2022 Jan Vergote: central bankers and inflation... quo vadis? In the last month, we have seen a sharp recovery in the stock market that most...
22 août 2022 China offers great opportunities; manageable risks Last quarter, the Shanghai A-share Index did 11 per cent better than the S&P 500...
02 août 2022 Ethenea’s Siviero sees Swiss franc, yen as safe havens With a recession looming in Europe, investors again are on the lookout for...
21 juillet 2022 ECB seen doubling up with 50bp rate hike on Thursday Pressed by persistently high inflation in the eurozone, the European Central...
14 juillet 2022 Capital Group long-term outlook focusses on tech Semiconductors everywhere you look, the end of cash, the development of digital...
