Investing

DIVERSIFICATION IS THE TRUMP CARD! Phrases like "Don't put all your eggs in one basket" are often heard when it comes to investing. This is because building a broadly diversified portfolio can help to master ups and downs in the capital markets, while at the…

Comments from Mike Riddell, Head of Macro Unconstrained at Allianz Global Investors. Key takeaways: Whilst headline inflation is flat vs last month, core inflation has accelerated even further. This leaves the Bank of England (BoE) with little choice other than to continue hiking rates, to…

In collaboration with Pictet Asset Management From the number of spectators to the list of big-name brand sponsors, computer games are increasingly competing with traditional sports. Esport – competitive video gaming viewed by spectators – has become a global phenomenon with a fast-growing following. Tournaments…

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Powell compromises The US Federal Reserve left interest rates unchanged last week but it was a hawkish pause, with the updated ‘dot plot’ of where Fed officials think interests are heading moving higher by 50 bps…

Story of the month As the first-quarter 2023 earnings season draws to a close, it's clear that it could be summed up in the phrase: "Content Generative AI frenzy". ODDO BHF AM would therefore like to devote this Fund Insight to a few examples of…

Story of the month Eagerly awaited by the various stakeholders for several weeks, the US Treasury Department on Friday May 12 presented the detailed requirements for clean energy development projects potentially eligible under the Inflation Reduction Act (IRA) to benefit from the tax credit bonus…

In collaboration with Pictet Asset Management. Governments across the world have intensified efforts to secure an ever bigger slice of the environmental tech market. The US and Europe are engaged in a battle for clean tech supremacy. Each is introducing new incentives to develop home-grown…

Despite short-term price weakness, gold’s long-term prospects are untarnished. Luc Luyet, Currencies Strategist Pictet Wealth Management. Having risen to record nominal highs, gold prices have weakened over the past five weeks.  We see this decline as a consequence of deteriorating investment demand because of the…

Bruno Cavalier Chief Economist ODDO BHF AM. Key highlights: The global economy continues to slow but has avoided a recession so far. Consumers have withstood the inflation shock thanks to a high level of employment and ample savings. Now, unemployment is likely to rise again…

Macroeconomy There is a wide divergence between strong purchasing-manager index (PMI) data for services and much weaker data for manufacturing, particularly in advanced economies. With declines in order backlogs and the increase in inventories in goods industries are pointing to an end to the economic…