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S64, the global alternatives fintech and solutions partner to the wealth management industry, today announces it has been appointed by ODDO BHF to deliver a cutting-edge technology platform to accelerate its private markets offering. This innovative solution will enhance access to ODDO BHF’s private assets funds,…

Please find below a new comment from Nadia Gharbi, Senior Economist, at Pictet Wealth Management, ahead of this Thursday’s ECB meeting: What do we expect? We expect the ECB’s Governing Council (GC) to continue its sequential easing by announcing a further 25bp rate cut on…

Leadership changes César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The S&P 500 gained 1% last week (in USD), while the tech-heavy Nasdaq was up 3.9%. Yet while the November jobs report was seen as enough to ensure a Fed rate cut next week, contributing to…

Donald Trump's presidency should be good news for the dollar and US equities, but less positive for US bonds and emerging markets. Arun Sai, Senior Multi Asset Strategist Pictet Asset Management. Donald Trump's sweeping victory in US presidential elections may have surprised some, but the reaction…

Donald Trump's election victory is likely to be significant for fixed income investors worldwide. But quite how significant depends on which version of Trump we get. Mary-Therese Barton, Chief Investment Officer Fixed Income & Mickael Benhaim, Head of Fixed Income Investment Strategy & Solutions Pictet…

Private equity was born in the United States 60 years ago. While the French are gradually discovering this asset class, the Americans have been familiar with it for decades, devoting on average 20% of their investments to this sector," says Frédéric Stolar, co-founder and managing…

Barnier on the brink César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The S&P 500 managed to shake off a threat by president-elect Donald Trump to impose imports on a select number of countries on his first day of office to rise 1.1% (in USD)…

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,…