Investing

Investors can identify emerging market opportunities by focusing on countries' prospects for human capital growth. Robert Simpson, Head of Emerging Markets Investment Strategy & Solutions (Fixed Income & Sabrina Jacobs, Senior Client Portfolio Manager, Pictet Asset Management. Investors spend vast efforts focusing on capital –…

Three questions about rate cuts: why, when, by how much ? Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: With the risk of inflation having largely receded, the rise in policy interest rates is now over. In 2024, central banks will pivot towards…

2024 : Tempering expectation Laurent Denize, Global Co-CIO, ODDO BHF AM and Prof. Dr. Jan Viebing, Global CO-CIO ODDO BHF. " Looking ahead to the next few month, wo favor bonds over more volatile equities because of their higher real vields" . The turn of…

Are we there yet ? THE WEEK IN REVIEW US equity markets notched up positive performances last week, brushing off December headline inflation that was a touch stronger than expected. The S&P 500 rose 1.9% i (in USD) on the week, while the Nasdaq Composite…

Equities and bonds have rallied sharply as a growing number of investors see aggressive monetary easing in 2024. We also believe rates will fall, but not as steeply as markets envisage. Pictet Group. Asset allocation: wary of Goldilocks reflation trade 2023 began with prospects for…

Spreads to remain range bound. Nadia Gharbi, Senior economist, Lauréline Renaud-Chatelain, Fixed-income strategist, Milène Dumont, Strategist Pictet Wealth Management. Growth in euro zone periphery countries has been relatively resilient this year thanks to strong construction activity in Italy and a pickup in tourism, especially in…

The “60/40” strategy is back Laurent Denize, Global Co-CIO, ODDO BHF AM. " Regardless of the region or the economic cycle, the aim is to identify sectors and, within those sectors, companies capable of creating long-term value" . A new era The 2022/2023 period has…

Bruno Cavalier, Chief Economist ODDO BHF. KEY HIGHLIGHTS: United States aside, the economic outlook everywhere else has been revised downward The rise in interest rates puts pressure on government budgets World trade is fragmented against a backdrop of numerous geopolitical tensions A possible re-election of…