Paul Reuge, European Equities Portfolio Manager Rothschild & Co Asset Management. The sector's correlation with interest rates was maintained in 2024, apart from during the summer break, when good publications from listed real estate companies helped to focus investors' attention on fundamentals. The resurgence of uncertainty about…

Emerging market companies are improving their sustainability scores faster than the global average, suggesting they could soon become a key feature of sustainable equity portfolios. Bahar Sezer-Longworth, ESG Specialist, Pictet Asset Management. Emerging markets (EM) may not be the first choice for sustainability-minded equity investors. But…

As risks to the world economy multiply we have downgraded equities to neutral but still expect US stocks to outperform most other markets From the launch of cut-price new artificial intelligence technology to Donald Trump's trade tariffs on China, Canada and Mexico, it has been…

Tariffs delayed, not denied César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. While they had to untangle a welter of pronouncements and executive orders from Donald Trump, freshly installed as US president, overall the mood remained positive on US equity markets last week. Helped by…

US equity markets did particularly well in 2024, outperforming other regions. In 2025, the first measures taken by the Trump administration will be decisive, as they are likely to have an impact on the rest of the world. Yoann Ignatiew, General Partner, Global Equities Portfolio…

After a complicated 2024, the slightest positive signal could give a boost to European equity markets in 2025. Anthony Bailly, European Equities Portfolio Manager Rothschild & Co Asset Management. What to Remember from 2024 ? In European markets, 2024 was notably marked by the political…

Trade war César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. Last week was book-ended by disruption in AI and the spectre of a tariff war. Early in the week, US indexes were briefly hit by the emergence of a new AI model in China…

For the time-being, US stays a non-artificial paradise. It remains our favorite choice on Equities for putting money back to work and offset (at least partially) the yield erosion Laurent Denize , Global Co-CIO ODDO BHF Asset Management. Broad diversification is rightly regarded as the…