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Statue Of LibertyInvesting

US commercial paper offers diversification opportunities

US corporate bonds today have an attractive risk-return profile and offer an excellent diversification for a diversified portfolio, says Georgios Costa Georgiou, Managing Director Global Head Fixed Income Product Specialists of Allianz Global Investors. He is referring both to short-term high yield paper and to…
EFI
24 April 2024
Investing

Weekly View: More of the same?

The pivot from the pivot César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Fading prospects for near-term US rate cuts and heightened tensions in the Middle East were factors in the rise in volatility gauges last week. But perhaps the…
LFI
24 April 2024
Investing

Market view: Equities remain unmatched over the long term

Prof. Dr. Jan Viebig Global Co-CIO, ODDO BHF AM. "Equities too often have a reputation among German and French investors for being speculative. However, we believe that when equity investments are approached in a planned, long-term manner—aligned with simple principles and within one's risk tolerance—they…
EFI
23 April 2024
silhouette of wind mill during golden hourInvesting

Pictet launches ELTIF focused on co-investments in environmental technology

Pictet Alternative Advisors (“PAA”), the Pictet Group’s wholly owned alternative investment business, today announces the launch of the Pictet Private Assets SICAV – Environment Co-Investment Fund I ELTIF (“the Fund”), offering investors greater access to innovative environmental technology investments across private markets. The Fund will target…
LFI
22 April 2024
us a flag on gray concreteInvesting

Monthly investment brief

The end of the American Dream ? Laurent Denize, Global Co-CIO, ODDO BHF AM. " We see catch-up potential for Europe given 1/ the improved economic activity, 2/ the increasingly likely ECB rate cut in June, 3/ the undemanding equity valuations, and 4/ the record…
LFI
22 April 2024
Investing

Fund Insight: ODDO BHF AM Artificial Intelligence

This month, we would like to focus on 'Fintech' Klarna and their recent internal implementation of a customer service tool based on Artificial Intelligence (AI). This implementation has led them to predict a $40m improvement in their results within the first year. More broadly, we…
EFI
19 April 2024
Investing

Weekly View: Cuts postponed… again

Ironclad at work César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US markets were hit by inflation data that forced market participants to dial back on their expectations for Fed rate cuts as well as by fears of a flaring-…
EFI
16 April 2024
Investing

Pictet Asset Management launches Pictet-EUR Income Opportunities

Pictet Asset Management (Pictet AM) has announced the launch of Pictet-EUR Income Opportunities. The fund is primarily for European investors seeking reliable income with limited duration risk. A one-stop-fixed income solution, Pictet-EUR Income Opportunities invests across EUR denominated Investment Grade and High Yield Credit, as…
EFI
16 April 2024