Investing

China's incipient recovery, primed by rounds of stimulus, is adding to emerging markets' positive momentum, compounding the effects of falling global interest rates and trade normalisation. Patrick Zweifel, Chief Economist Pictet Asset Management. In late September, China's economy had deteriorated sufficiently – consumption and investment…

Agricultural commodities are mainly used as food for human consumption or as raw materials for many everyday products. Many of these products are traded on commodity exchanges and play a crucial role in global trade and the economy. There is historically little correlation with traditional…

The Trump put César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review US equities remained in the ascendant last week, buoyed by continued optimism around the policies of the president elect. Although one of the leading US retailers reported disappointing sales figures,…

The Economic Consequences of Donald Trump Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: Donald Trump will return to the White House far better prepared than eight years ago. To stimulate U.S. growth, he states that he wishes lower interest rates and a…

China’s bazooka versus Trump’s victory Laurent Denize, Global Co-CIO, ODDO BHF AM. "As the world’s second-largest economy, China has much to offer and should be included in any globally diversified portfolio. Short-term complexities do not rule out building positions in Chinese quality stocks with strong…

Pictet Wealth Management. And the winner is… THE WEEK IN REVIEW Unsurprisingly, volatility has been increasing across US assets overall ahead of this week’s US elections. There were good results from some high- profile tech-related stocks late in the week, but investors continued to fret…

ODDO BHF Asset Management The US election is leaning towards a clean Republican Sweep (Republican control of the presidency and both Houses of Congress). Such a scenario, if confirmed, would give government the widest scope of action in implementing higher tariffs and lower corporate taxes.…

As climate change awareness grows, businesses take steps to improve ecosystem resilience. Gabriel Micheli, Senior Investment Manager, Pictet Asset Management. Imagine an economy that runs like a natural system, such as a forest. This economy has healthy ecological and social foundations and is able to…

Another surprising election result. The week in review Japan’s ruling coalition led by the LDP lost its parliamentary majority in a shock result that will bring market uncertainty. In earnings, Q3 news was somewhat mixed, leading to a 1% drop in the S&P 500 last week (in USD). But ahead…