Market Outlook

News

The ECB meets Today. What can we expect?

What percentage of the portfolio should a neutral investor invest in cryptocurrencies?

What implications does oil have on central banks?

The Marvellous Three, key companies for the AI development

Navigating Global Headwinds: The Case for Emerging Market Debt

Will China’s economy rebound?

Positive outlook for market rates

BofA expects oil to peak at $95/bbl this summer

BofA: The longest streak of inflows since Covid

The ‘bond king’, Bill Gross, gives his new investment perspectives in the current market

Small Cap Opportunities in 2024

The new ‘gold rush’: the central role of emerging countries and sanctions over the Ukrainian war

Edmond de Rothschild AM Market Flash: The situation should be brighter in June

The easiest part of 2024 is over

Capital Group survey reveals that High-Net-Worth-Individuals hold large amounts of cash

Will June be the month when the ECB, the Fed and the Bank of England cut interest rates for the first time?

5 reasons to invest in fixed income being active

‘AI Not a Bubble, Diversify into Defence’

Why 2024 could finally be the UK’s year

AI’s ‘Invisible market’ opportunity

Which asset classes should be most likely to benefit from lower rates?

Indicators show the economy cooling down

News

Swiss National Bank Clears the Way for Rate Cuts

Key aspects for this week, according to Benoit Anne from MFS Investment Management

The Japanese yen: US data will be decisive

Portugal’s government formation to test political stability, economic and fiscal prospects

World Water Day: the importance of water management

Nordic Small Caps, the renaissance due to innovation and sustainability

Asset Managers React to the Fed’s Decision to Maintain Interest Rates

News

The end of an era? Experts react to the Bank of Japan’s interest rate hike

Bank of Japan policy shift ushers in a new era for investors

Liquidity and US mega caps drive share prices

BofA’s March European Fund Manager Survey reveals rising confidence: Springtime for bulls

Anniversary of the Credit Suisse/Ubs integration: the CoCos circle closes

Fed meeting this week: what can we expect?

How do women invest?

The downward trend in inflation is quite clear

Potential for attractive returns with Nordic high-yield bonds

4 aspects to keep an eye on ahead of the US elections

Investing in emerging markets in the current landscape

90% of managers bet on investment-grade debt and private credit as assets with the highest return potential

Sustainability, three reasons to go beyond decarbonisation

A year on, European banks are in good health

Climbing the wall of worries

Offense trumps defense as global growth expands

The five factors that are driving fixed income right now

What keeps a fixed income manager awake at night?

What is Solactive Equileap Global Gender Equality?

Perspectives for European and Spanish banks: stability but with nuances

Lessons from the past on how to position equity portfolios in a US presidential election year

Analysts predict an improvement in most sectors in the next 12 months, according to Fidelity

Back to the future: Term premium poised to rise again, with widespread asset price implications

Stock and bond bifurcate as Central Banks actions are repriced

The direction of the global economy has not changed significantly since the beginning of the year

Why focus now on short duration in emerging markets?

Unleash the Potential of India

News

Keith Metters, new president of Fidelity

Perspectives of the technology sector in 2024

Thematic investing focus: security in a world of great-power competition

News

Klarphos appoints Isabel Martín as Business Development Manager for Southern Europe

2024: A roadmap of geopolitical risk

Focus on Copper: a market in search of balance

China continues with targeted easing steps

European stock market: conclusions from the earnings season

Launches

Pictet Group Launches Pictet Research Institute to Enhance Investment Capabilities

Is the horizon clearing for private assets in 2024?

Is there an Artificial Intelligence bubble? Nvidia reports results

What is the best way to invest in emerging markets?

How long will the U.S. “miracle” last?

Reasons to maintain confidence when investing while the stock market is at historic highs

Emerging markets debt: resilience in the face of adversity

Heat pumps: subsidy reduction won’t stall demand

Milan Fashion Week: the time to reflect on how to invest in luxury

Power play, the rise of battery storage

Sustainability in 2024: from net zero to a more holistic approach

Investing in the era of artificial intelligence

The Super Bowl as a financial oracle: Can it predict the markets?

US Economic Growth in 2024: Insights from Generali Asset Management

Insights from Giordano Lombardo, CEO & Co-CIO at Plenisfer Investments : Secular Trend Reversal

Generation Z investors turn to finfluencers for guidance in investment decisions

What route is right in emerging markets investing?

Tickers and thermometers: decoding the complexities of portfolio temperature alignment

How do stocks, bonds, and cash behave when the Fed starts to lower rates?

Powell says that the issue of when to start reducing rates must be “addressed carefully”

Generali Investment : “2024 is still set to be a difficult year for the USD”

Flossbach von Storch : “The Last Mile of Inflation”

Bank of England’s Monetary Policy: The Unexpected

A retrospective perspective: how the global economy has changed in 35 years ?

US Economic Resilience Sparks Global Optimism Amidst Challenges

What Happened during the First Fed Meeting of 2024 ?