LFI

This month’s Editorial by Olivier de Berranger, Deputy Chief Executive Officer and CIO, and Alexis Bienvenu, Fund Manager, La Financière de l’Echiquier (LFDE). A new era of abundance is upon us. Not, alas, in political, social, environmental or even economic terms. Rather, it is for…

Commentary from Norman Villamin, Group Chief Strategist at Union Bancaire Privée (UBP). The Hamas invasion of southern Israel over the weekend, while an eruption of an on-going regional conflict and humanitarian crisis has the potential to expand to a prolonged conflict that historically has been…

Caroline Reyl, Senior Investment Manager, Stephen Freedman, Head of research and sustainability - Thematic Equities and Faisel Syed ESG Specialist Pictet Asset Management. ESG corporate ratings are redrawing the financial landscape, yet investors often struggle to interpret them. Britain’s system of imperial measurements has long…

Laurent Denize and Prof. Dr. Jan Viebig, Global Co-CIO ODDO BHF AM. While the holiday season in Europe was marked by extreme weather, capital markets managed to avoid major turbulence over the summer. In marked contrast to last year, when investors could do almost nothing…

By Dong Chen,Head of Asia Macroeconomic Research, Ling Chen, Graduate, and Julien Holtz, Emerging Market Strategist, Pictet Wealth Management. Near-term risks have been overblown and Chinese equities could hold upside potential In recent weeks, missed debt repayments by another major property developer and one of the largest shadow-banking institutions have triggered fears…