LFI

Story of the month Three British economists - Paul Marsh and Mike Staunton of the London Business School and Elroy Dimson of Cambridge University - have undertaken a painstaking task : they have traced 35 stock markets around the world back as far as possible…

Metallurgy, the main tool of the industrial transition Antoine Chacun, Managing director– ODDO BHF Metals. “Europe must conduct precisely the reverse policy to help decarbonize global metal industries. We must reduce our metallurgical deficits and encourage local competitive production by ensuring that local processing industries…

Here is a new comment from Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, on euro area wages following today’s (strong) number, and below a short summary. Euro area negotiated wage growth surprised to the upside in Q1, rising to 4.7% YoY from 4.5%…

Europe at the polls: what’s at stake for the future ? Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: The ​ ​ last ​ ​ parliamentary ​ ​ term ​ ​ was ​ ​ marked ​ ​ by ​ ​ the pandemic and…

The case for private debt in a widening funding gap Andreas Klein, Head of Private Debt Pictet Asset Management. With banks curtailing lending, private debt can step in to support healthy companies. Scarcity of capital and higher funding costs make today’s credit backdrop extremely difficult…

As AI fuels the need for ever more data, we require data centres to store and process all the information securely. Businesses which contribute to the efficiency of data centres will have the upper hand. Rachele Beata, Investment Manager Pictet Asset Management. The rise of…