Investing

July 2024 Conditions remain favourable for equity markets overall but we trim exposure to tech stocks following their stellar run. Asset allocation: Conditions still favourable for stocks How high can the market go? With global equities having rallied some 26 per cent over the past…

The Final Countdown César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review The S&P 500 wavered last week, when it dropped 0.1% (in USD) as a result of profit-taking on major semiconductor stocks. But the small-cap Russell 2000 did better, rising 1.3% (in USD),…

Our analysis shows the dispersion of returns across domestic equity and bond markets will decline over the next five years. This suggests investors should consider investing across sectoral lines and allocate more of their capital to corporate bonds. Overview : What to expect from markets…

Trade Republic becomes one of the largest custodians in Europe, covering the whole brokerage business chain, replacing HSBC as intermediate custodian. Expansion of infrastructure sets new standards in terms of efficiency and automation, allowing for faster localisation and product development for Trade Republics customers. Europe's…

Find below a comment by César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. This year’s edition of Horizon presents Pictet Wealth Management’s vision of strategic asset allocation issues and provides 10-year forecasts and analysis for over 50 asset classes across bonds, equities, alternatives and cash in…

Story of the month Indian stocks have taken a significant hit, falling 8.5% as June 4th election result was not as decisive as early exit polls had predicted. What is actually at stake in India right now? MACRO UPDATE The world’s most populous nation since…

‘SMID’ is beautiful… despite France Laurent Denize, Global Co-CIO, ODDO BHF AM. "It is time to re-invest in the Small and Mid-Caps segment with a preference for Mid over Small. EPS growth momentum is better for pretty similar valuation discounts. " Europe faces significant structural…

Macron’s gamble César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review US equity indexes rose last week, with the S&P 500 up 1.6% and the Nasdaq up 3.3% (both indexes in USD). Some prominent tech-related names were at the forefront of gains, while…

Take advantage of the turmoil in the bond markets to build a position. Since the results of the European elections in France showed a massive victory for the far-right, and the subsequent announcement by President Emmanuel Macron of the dissolution of the French National Assembly,…

Please find below a comment from Michael Hart, Senior FX Strategist at Pictet Wealth Management, on the Bank of Japan. At today’s meeting, the BoJ decided to leave rates unchanged at 0-0.1% (as expected) and to cut the size of its bond purchases. This was…