Investing

Year to date, we have observed a strong decline in energy prices resulting in a strong underperformance of the listed European utilities. The reason for this steeper-than-expected decline in energy prices includes a substantial drop in carbon costs coupled with a reduction of other input…

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…

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…

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…

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…

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…

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…

Allianz Global Investors (AllianzGI), a leading active investment manager, announced today that it has obtained approval from the China Securities Regulatory Commission (CSRC) to operate as a wholly foreign-owned public fund management company (FMC) in mainland China. The approval underscores AllianzGI's commitment to the mainland…

Pictet Asset Management (Pictet AM) has announced the launch of Pictet-Quest AI Driven Global Equities, an enhanced index strategy that harnesses the scale and efficiency of artificial intelligence for stock selection. The fund will target a return of 1.5% (before fees) above the MSCI World…

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-…