Investing

By Lauréline Renaud-Chatelain, Fixed-income strategist, Wealth Management. Local-currency EM government bonds could continue to perform as yields drop and the US dollar sags Overall, local-currency emerging-market bonds have delivered positive returns year to data, benefiting from declining yields and the appreciation of some EM currencies.…

Advances in technology have significantly reduced the cost of accessing space and increased the efficiency and capabilities of space systems. AI has become a driving force of space exploration in recent years. There is also significant potential for opportunity in this area for investors, argues…

Christophe Gantenbein, Global Head Private Markets Institutional Solutions, Union Bancaire Privée (UBP) Over the last decade private markets have become an integral part of capital markets, not only as a provider of capital where public and governmental funding cannot plug the gap, but also as…

Comments by Franck Dixmier, Global CIO Fixed Income at AllianzGI. The European Central Bank may have switched off autopilot, but inflation remains high, so we still expect another interest rate rise at its September meeting. Markets seem unprepared – a rate increase could lead to…

Enrique Diaz Alvarez, Chief Financial Risk Officer, Ebury. The US economy continues to defy the global downturn, and the dollar is reaping the benefits. Dismal July data from German factories and more jitters about the Chinese downturn slammed equities worldwide, but US Treasury yields marched higher anyway. Not surprisingly,…

Macroeconomy China’s difficulties have been weighing on sentiment elsewhere, with flash purchasing manager indexes for global manufacturing declining again in August. There has also been erosion in services indexes. And exports from leading trading nations declined for the third consecutive month in June. However, we…

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Goldilocks again? A batch of US economic reports last week cheered investors looking for signs of a “Goldilocks” scenario, where activity slows enough to keep further interest rate hikes at bay without pointing to recession. With…

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. It's all about the price Federal Reserve Chair Jay Powell struck a cautiously hawkish tone in his Jackson Hole speech on Friday, saying US inflation was too high for the Fed’s comfort but that it will…