23 février 2024 Picks-and-shovels strategies alive as Nvidia fuels AI gold rush European markets wake up to another global surge in tech stocks Nvidia earnings...
21 février 2024 Blackstone’s Solotar foresees structural shift to private credit Interest in investing in private markets, private credit in particular, may have...
19 février 2024 45% of family offices want more private credit in portfolios More than half of family offices want to add even more private investments to...
07 février 2024 Pictet sees ‘tactical opportunity’ in stocks, Gilts Pictet Asset Management has shifted its investment strategy, upgrading its...
31 janvier 2024 « Pas de signes d’un ralentissement de l’inflation en Europe » Franck Dixmier (Allianz GI) s’attend à une détente monétaire plus rapide aux...
24 janvier 2024 ‘Fixed income portfolios now require a tactical approach’ Fixed income portfolios are likely to face a more complex and volatile...
17 janvier 2024 European small caps are staging a comeback Small-cap stocks in Europe seem to be making a comeback. After two years of...
15 novembre 2023 US inflation data challenges ‘higher for longer’ narrative The suggestion that the Federal Reserve will maintain elevated interest rates is...
14 novembre 2023 Foreign investors defy junk threat in Italy Italian government bonds face a downgrade to "junk status". Nevertheless, after...
09 novembre 2023 Bond market revival brings back the vigilantes Bonds are now recognised as a legitimate investment alternative, long overdue...
