Investing

Securing single-digit annual returns from a diversified portfolio could prove an unusually complex task in the next five years, largely because of volatile inflation and more muscular state intervention. 1. Overview: return projections for the next five years Investment strategies will need an overhaul over…

La Banque Postale announced yesterday that it has finalised the acquisition by LBP AM of La Financière de l’Échiquier (LFDE), one of France’s leading entrepreneurial asset management companies. As such, LFDE is now wholly owned by LBP AM. The transaction, which has been approved by…

Luca Paolini, Chief Strategist, Pictet Asset Management said: “Valuations are creeping back up as financial markets are pricing in a sharp bounce in economic activity and interest rates cuts. However, we see little evidence for this optimism.” Asset Allocation: We remain underweight equities. Much of…

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Happy 4th of July The tech-dominated Nasdaq recorded its best first half in four decades, while robust US growth data and softer inflation numbers meant that the broad S&P 500 also ended the half on a…

Union Bancaire Privée, UBP SA (UBP) announced today that it has signed a distribution agreement with Securis Investment Partners LLP (Securis), a leading investment manager of Insurance-Linked Securities (ILS). This partnership will enable UBP to offer Securis’ global capabilities to institutional clients and third-party distributors…

Global inflation is still high and a recession is probably near. Therefore, asset manager AllianzGI foresees a bumpy second half of the year. But with the right timing, potential entry points could emerge for investors in equities, high-yield bonds and commodities. However, they should then…

The process of globalisation is unlikely to end completely, but it is facing increasing challenges. In the next decade, we expect trade frictions to continue to lead to higher inflationary pressure and more financial instability. Nadia Gharbi, Senior economist, Pictet Wealth Management. Globalisation, broadly defined…

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Coup, what coup? Interest rate hikes from the Swiss National Bank (SNB), Bank of England (BoE) and Norges Bank last week showed central banks are in no mood to let up in their fight against inflation.…

Yanxiu Gu, Product specialist, Chinese equities, ODDO BHF AM. “No longer satisfied with providing “me-too” therapies to patients, Chinese biomedical companies are now competing in the field of “first-in-class” products" Just 30 minutes away from Shanghai by highspeed train, Suzhou is a city with more…

By Gregor M.A. Hirt, Global CIO Multi Asset at Allianz Global Investors. Over the last weekend President Putin’s authority in Russia has been challenged by Yevgeny Prigozhin and his Wagner Group of mercenaries which have previously been loyal to the Russian leader. While both sides…