Allianz Global Investors believes the global economy is entering the final quarter of 2026 with renewed momentum. Inflation remains stubborn and central banks are keeping policy tight, but the asset manager still sees a supportive backdrop for investors who stay selective and well diversified. After…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review In a new application of artificial intelligence (AI), Meta launched a personal agent, called Muse, which can connect to tools including email, calendars and exercise apps. The agent promises to be “stickier”…

LBP AM European Private Markets (“LBP AM EPM”) is launching an evergreen investment vehicle designed for pan-European distribution under the ELTIF 2.0 framework, in partnership with Titanbay. Distributed across Europe by LFDE, a subsidiary of LBP AM, the fund aims to address the growing demand…

Rozenn LE CAINEC, Co-Head of Multi Assets, Rates & Credit Specialties, LBP AM In an environment marked by persistent uncertainty and increasingly diversified expectations among investors, multi-asset funds play an increasingly important role in wealth management. Open-ended funds or segregated mandates, these solutions offer flexible frameworks…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Treasury bond yields ended the week near multi-year highs after the US consumer and producer price indices (CPI and PPI) remained elevated, raising expectations the Federal Reserve will hike interest rates this…

Yann Giordmaïna, Head of Value and Manager, LFDE. Whatever the market conditions, one principle remains never changes: valuation. This safety net is especially central in that markets currently appear driven by exaggerated flows and a form of exuberance that is not always rational. Through a…