Investing

During the past quarter century or so, a blend of European credit would have delivered better returns at lower risk than the standard balanced portfolio. Ermira Marika, Head of Developed Markets Credit & Nicolas Musolino, Head of Systematic Research, Developed Markets Credit, Pictet Asset Management.…

Laurent Denize, Global Co-CIO, ODDO BHF AM. " The current situation differs from that observed in 1999, as the valuations of tech companies - far from being exuberant - are today justified by the strength of their economic fundamentals" Large-cap growth stocks are once again…

Allianz Global Investors (AllianzGI), a leading global active asset manager, announced today the appointment of Jeroen Vrancken as Head of Wholesale in Benelux. Based in Brussels, Jeroen will report to Amine Benghabrit, Head of Distribution France & Benelux, and work alongside Sjoerd Angenent, Head of…

Shunto negotiations: the end of negative rates César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Comments from central banks were again an important part of the market backdrop last week. Fed chairman Powell Jerome Powell said that it was “not…

Pictet Asset Management Strategy Unit Asset allocation: equities still looking good The US economy’s resilience and US inflation’s resistance to swiftly return to the US Federal Reserve’s target means we remain overweight equities and neutral bonds.  We retain our view that economic growth will slow…

You will find below a commentary by Frederik Ducrozet, Head of Macroeconomic Research at Pictet Wealth Management, following today's ECB meeting. As expected, the Governing Council (GC) remained on hold today. However, discussions on the “unwinding of the restrictive stance” have begun and President Lagarde’s…

Sophie MONNIER, CFA, is a Product Specialist for Asset Allocation & Fixed Income at ODDO BHF AM, a financial group specialising in asset management. She discusses the opportunities arising from stabilising interest rates and future prospects. The upcoming interest rate cuts are eagerly awaited. What…

In 2018, for the very first time, humanity had more persons older than 65 worldwide than children younger than five . The demographic reversal has real-world consequences for our societies but has also been a boon to the development of an economy dedicated to seniors:…

China’s economy and equity markets haven’t had an easy ride. But we believe there are still plenty of attractive investment opportunities – if you know where to look. James Kenney, Senior Investment Manager, Pictet Asset Management. Investors in Chinese equities have had a tough couple…

Nicolas Jacob - Oddo BHF Asset Managment The final communiqué of COP 28 in December 2023 marks a historic turning point in the fight against global warming. By stressing the need to "'transition away from fossil fuels in energy systems" in the coming decades, oil,…