“We were very optimistic about the markets at the start of the year.”  "We need to rewrite the script now," says Laurent Denize, CIO at ODDO BHF Asset Management. The AI market is not the only sector offering investment opportunities. The healthcare sector is also…

According to Jan-Christoph Herbst of German asset manager LAIQON, investors still underestimate how profoundly artificial intelligence will transform the economy. As manager of the LAIQON SICAV - Global Equities Unconstrained, he therefore favours companies that are already making money from the AI revolution today. He…

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…