Emmanuel Petit, General Partner, Head of Fixed Income & Philippe Lomné,Fixed Income Portfolio Manager Specialisation: IG Credit IG & Crossover Rothschild & Co Asset Management. After several years marked by significant rate volatility, the environment is becoming more readable. In the Eurozone, the gradual decline…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Last week saw an increase in market uncertainties, driven by the Supreme Court of the United States (SCOTUS) ruling against many of President Donald Trump’s global tariffs. The court decided that Trump’s use…

To optimise portfolio performance in 2026, the time has come to diversify investments, according to Michel Saugné, CIO of LFDE : "The attractiveness of Japan, Europe and the emerging countries makes them a good choice for diversification.” At the end of January, when presenting his…

A solid US jobs report César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The A strong US employment report surprised to the upside, with non-farm payrolls rising by 130,000 in January and the US unemployment rate falling to 4.3% from 4.4%. However, job growth for 2025…

Grégoire Kounowski, Head of Advisory by Norman K. Although negotiations are still ongoing in Geneva between the United States and Iran, each passing week highlights the antagonistic positions of these players and brings them closer to a major conflict. While Washington and Tehran play the…

LBP AM is pleased to announce its first foray outside of Paris with the opening of a new office in Frankfurt. LBP AM is equally pleased to announce the appointment of Alexander Schäfer as Investment Director, based in Frankfurt. He joins an expanding team on…

Elsa Fernandez, Product specialist & Philippe Lomné, Fixed Income Portfolio Manager Specialisation: IG Credit IG & Crossover Rothschild & Co Asset Management. In an economic environment where balances are being reshaped and uncertainty remains a constant, R-co Valor Balanced relies on a rigorous management process…

Tech tantrum César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The release of a new Artificial Intelligence (AI) tool by Anthropic fuelled a heavy sell-off in software stocks last week. The technology sector is experiencing creative destruction – with legal AI start-up Harvey AI, for…