Investing

Hawkish Fed cut César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. A fading of post-election sentiment was evident in S&P 500’s -0.6%  performance last week (in USD). In addition, a 25 bps rate cut by the Fed this week is already baked in, while data…

Elsa Fernandez, Product specialist Rothschild & Co Asset Management. In a complex and evolving economic environment, R-co Valor Balanced stands out as a suitable solution for investors seeking a balance between performance and risk management, while delegating asset allocation decisions to experts who monitor the…

ODDO BHF Asset Management Initiated in 2022 in Nairobi, Kenya, at the United Nations Environment Assembly, the process of implementing a global treaty against plastic pollution entered its final phase at the end of November in Busan, South Korea. Plastics account for around 3.4% of…

S64, the global alternatives fintech and solutions partner to the wealth management industry, today announces it has been appointed by ODDO BHF to deliver a cutting-edge technology platform to accelerate its private markets offering. This innovative solution will enhance access to ODDO BHF’s private assets funds,…

Please find below a new comment from Nadia Gharbi, Senior Economist, at Pictet Wealth Management, ahead of this Thursday’s ECB meeting: What do we expect? We expect the ECB’s Governing Council (GC) to continue its sequential easing by announcing a further 25bp rate cut on…

Leadership changes César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The S&P 500 gained 1% last week (in USD), while the tech-heavy Nasdaq was up 3.9%. Yet while the November jobs report was seen as enough to ensure a Fed rate cut next week, contributing to…

Donald Trump's presidency should be good news for the dollar and US equities, but less positive for US bonds and emerging markets. Arun Sai, Senior Multi Asset Strategist Pictet Asset Management. Donald Trump's sweeping victory in US presidential elections may have surprised some, but the reaction…

Donald Trump's election victory is likely to be significant for fixed income investors worldwide. But quite how significant depends on which version of Trump we get. Mary-Therese Barton, Chief Investment Officer Fixed Income & Mickael Benhaim, Head of Fixed Income Investment Strategy & Solutions Pictet…

Private equity was born in the United States 60 years ago. While the French are gradually discovering this asset class, the Americans have been familiar with it for decades, devoting on average 20% of their investments to this sector," says Frédéric Stolar, co-founder and managing…

Barnier on the brink César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The S&P 500 managed to shake off a threat by president-elect Donald Trump to impose imports on a select number of countries on his first day of office to rise 1.1% (in USD)…