Investing

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…

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 prevails For a short while during May, President Trump distracted the markets from his rolling tariff announcements…

You need strong nerves to invest in tech stocks. The American semiconductor producer Nvidia illustrates why. Last week, the company announced a 69% boost in revenue to USD 44.1 billion in the first quarter of 2025 and an increase in profit of 25% to nearly USD…

"THE WORST IS NEVER CERTAIN” In his latest press briefing, Christopher Dembik, Strategy Adviser at Pictet AM, warns that this summer can be a worrying one, particularly in August, which is often a month of disappointment on the stock market. Monetary and financial crises have…

Allianz Global Investors (AllianzGI), one of the world’s leading active investment managers, has announced today its intention to support three shareholder proposals at Alphabet’s upcoming Annual General Meeting (AGM) on June 6, 2025. The votes relate to Proposal 12 Regarding a Human Rights Impact Assessment…

Courting trouble César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The US Court of International Trade ruled that President Trump’s “Liberation Day” tariff plan is illegal, buoying stocks at the end of a strong month for equities. The court found Trump did not have the…

Comments by Michael Krautzberger, Global CIO Fixed Income at AllianzGI, ahead of the ECB meeting on 5 June We expect the European Central Bank to cut rates by 25 basis points at its 5th June meeting, its eighth cut in this cycle, taking the deposit…

Philippe Lomné, Fixed Income Portfolio Manager Specialisation: IG Credit IG & Crossover & Jérôme Loire, Credit analyst Rothschild & Co Asset Management. Subordinated financial bonds are a unique asset class and a historic performance driver for our Fixed Income expertise, with particularly attractive characteristics in…

"We have moved away from the recession that was the markets' main and greatest fear at the start of the year," says David Kruk, Head of the Trading Desk/Intermediation at La Financière de l'Échiquier (LFDE), in his latest update on the latest market buzz. But…

"Buying a standing forest can be more expensive than buying a share on the stock market" The slowdown in construction in the United States and the latest tariffs have finally sent the timber sector to the wall on the stock market. Wood remains a sustainable…