EFI

Pictet Asset Management. Investors often view high yield credit with caution, largely due to fears of corporate defaults. But this fear is not only overblown—it also ignores how well-compensated investors are for taking on such risks. The risk of default is precisely why high yield…

Laurent Denize Global Co-CIO ODDO BHF Asset Management. "There are 1,300 days to go until the next US presidential election. After 100 days, it is fair to say that the twists and turns have been much greater than initially expected" “Move fast and break things”…

Context And then there was calm. Relative calm, for now. The hurricane unleashed on global markets by President Trump’s sweeping trade tariffs, announced on 2 April, has turned into more of a regular storm thanks to a pause on the imposition of the levies for…

US loses its AAA status César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Equity markets rallied last week after the US and China agreed a reduction in tariffs at a meeting in Geneva. Under the agreement, tariffs on Chinese exports to…

Oxurion NV (Euronext Brussels: OXUR), a biopharmaceutical company focused on the development of innovative therapies, announces the signing of a binding agreement to acquire 72% of the share capital of Axiodis CRO through its wholly owned French subsidiary, Oxurion France. The transaction amounts to €468,000, valuing…

Tariffs de-escalation César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. A historic week ended with white smoke – or “fumata bianca” – rising from the Vatican, where cardinals elected the first US pope, and with the US and China agreeing to major tariff reductions for…

David Ross, CFA, International Fund Manager, La Financière de l’Échiquier. During his first 100 days in office, Donald Trump has orchestrated a series of wild policy U-turns that have unsettled markets and created a climate of uncertainty. By erasing any sense of normalcy, the President…

China plays hardball César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. President Trump pivoted to a softer stance on China tariffs last week and said he had no intention of firing Federal Reserve Chair Powell, helping markets rebound. Trump said US tariffs on Chinese…

Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF AM. It seems that markets could be enjoying a breather after a rollercoaster ride in April. Recent statements from the White House have sounded a somewhat more careful note. While acknowledging that tariffs on Chinese imports…

Technology is ushering in a new generation of healthcare, supported by specialised tools that can help speed up drug discovery and treatments. Once, the world dreamed of having a pill for every ill. Today, next generation therapies are changing our perspective, making it possible to…