Investing

Global inflation is still high and a recession is probably near. Therefore, asset manager AllianzGI foresees a bumpy second half of the year. But with the right timing, potential entry points could emerge for investors in equities, high-yield bonds and commodities. However, they should then…

The process of globalisation is unlikely to end completely, but it is facing increasing challenges. In the next decade, we expect trade frictions to continue to lead to higher inflationary pressure and more financial instability. Nadia Gharbi, Senior economist, Pictet Wealth Management. Globalisation, broadly defined…

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Coup, what coup? Interest rate hikes from the Swiss National Bank (SNB), Bank of England (BoE) and Norges Bank last week showed central banks are in no mood to let up in their fight against inflation.…

Yanxiu Gu, Product specialist, Chinese equities, ODDO BHF AM. “No longer satisfied with providing “me-too” therapies to patients, Chinese biomedical companies are now competing in the field of “first-in-class” products" Just 30 minutes away from Shanghai by highspeed train, Suzhou is a city with more…

By Gregor M.A. Hirt, Global CIO Multi Asset at Allianz Global Investors. Over the last weekend President Putin’s authority in Russia has been challenged by Yevgeny Prigozhin and his Wagner Group of mercenaries which have previously been loyal to the Russian leader. While both sides…

Charles-Edouard Bilbault, Co-Fund Manager & Klara Sok, Blockchain expert, analyst and co-fund manager Rothschild & Co Asset Management. For several years now, major luxury goods companies have adopted blockchain technology, including LVMH, Richemont, Kering, Dolce & Gabbana, Prada, and De Beers, as well as Christie’s,…

DIVERSIFICATION IS THE TRUMP CARD! Phrases like "Don't put all your eggs in one basket" are often heard when it comes to investing. This is because building a broadly diversified portfolio can help to master ups and downs in the capital markets, while at the…

Comments from Mike Riddell, Head of Macro Unconstrained at Allianz Global Investors. Key takeaways: Whilst headline inflation is flat vs last month, core inflation has accelerated even further. This leaves the Bank of England (BoE) with little choice other than to continue hiking rates, to…

In collaboration with Pictet Asset Management From the number of spectators to the list of big-name brand sponsors, computer games are increasingly competing with traditional sports. Esport – competitive video gaming viewed by spectators – has become a global phenomenon with a fast-growing following. Tournaments…

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Powell compromises The US Federal Reserve left interest rates unchanged last week but it was a hawkish pause, with the updated ‘dot plot’ of where Fed officials think interests are heading moving higher by 50 bps…