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Spread widening in credit could raise cash’s appeal

The historic tightness of credit spreads and the delay in US rate cuts is impacting the relative attractiveness of US investment-grade credits. Lauréline Renaud-Chatelain, Fixed-income strategist, Pictet Wealth Management. After months of tightening, credit spreads look tight compared to their historical ranges, especially for US…
LFI
14 June 2024
a pile of gold bitcoins sitting on top of each otherCrypto

Finst launches new institutional crypto offering

With this new prime brokerage solution, Finst enables banks, Fintechs, brokers and liquidity providers to access cutting-edge crypto solutions with the highest standards of safety and reduced time-to-market Institutions can now leverage Finst’s all-in-one solution to trade, custody, manage, and stake 110+ crypto securely via…
EFI
13 June 2024
computer coding screengrabInvesting

Flash Note – June FOMC preview – Let the data speak

Please find below a new comment from Xiao Cui, Senior Economist, at Pictet Wealth Management, ahead of next Wednesday’s Fed meeting : The new dot plot and Chair Powell’s press conference will take center stage at the FOMC meeting next week, where we expect no…
LFI
10 June 2024
bike leaning against handrail in front of concrete building at daytimeInvesting

Flash Note – ECB meeting

Please find below a new comment from Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, on today’s ECB meeting: ECB: one step at a time As widely expected, the ECB cut its key rates by 25 basis points, bringing the deposit facility rate…
LFI
07 June 2024
Investing

Flash Note – Investment-grade corporate bonds

Below you will find a new commentary by Lauréline Renaud-Chatelain, ​ CIO Office & Macro Research at Pictet Wealth Management. SUMMARY Corporate bonds have outperformed government bonds this year, mainly due to spread tightening and corporate bonds’ more elevated yields. Credit spreads now look particularly…
EFI
06 June 2024
Mt. FujiInvesting

Japan back at the forefront

Reserve a spot for Japanese stocks in your savings plan The Japanese stock market has been due for rediscovery for a while now, after being forgotten by just about every investor for years. The Nikkei index even improved set a new record for the first…
LFI
05 June 2024
brown-and-white clocksInvesting

Flash Note – ECB preview: one step at a time

Below you will find a new commentary by Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, ahead of this Thursday’s ECB meeting. Inflation surprised the consensus to the upside today, with the headline HICP figure accelerating more than expected to 2.6% y/y in…
LFI
05 June 2024
Investing

Weekly View: One step at a time

Back to T+1 (after a century!) César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW May ended on a whimper for US equities, as the Fed continued to seed doubts about its rate cut intentions. Inflation numbers were as expected, but…
EFI
04 June 2024
Investing

Fund Insight: ODDO BHF AM Artificial Intelligence

This month, we take a look at the growing importance of Artificial Intelligence in non technology sectors, by analyzing the specific case of the banking sector. The recent publication by Jamie Dimon, CEO of US banking giant JP Morgan, of his letter to shareholders not…
EFI
04 June 2024