Investing

Trump wins, Macron loses – What are the consequences? Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: Occasionally, ​ a ​ country's ​ trajectory ​ changes ​ due ​ to ​ an unexpected political event. The assassination attempt on Donald ​ ​ Trump…

The Plan Epargne Actions (PEA) was created in 1992 in response to the government's desire to develop popular shareholding in France. It was supplemented in 2014 by the creation of the PEA-PME dedicated to listed or unlisted shares in Small and Medium-sized Enterprises (SMEs) and…

The investor’s experience is rarely unequivocal. Gains are welcomed with delight, but also trepidation over whether profits should be taken before any reversal. Losses are feared, but the psychology of sunk costs can reinforce determination. So how should investors interpret markets today? Equities have extended…

US rate cut in sight César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review The S&P 500 rose 0.9% last week (in USD) as the fall in June consumer inflation opened the way to a first Fed rate cut (we think…

Please find below a comment from Nadia Gharbi, Senior Economist at Pictet Wealth Management. We expect no major surprises at the European Central Bank (ECB)’s meeting on July 18. The ECB is likely to maintain its policy rate on hold and provide little additional information…

Fragile France César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review In a shortened week, the S&P 500 i put in a positive performance (+2.0% in USD), buoyed at the end of it by stats that suggested a gradual cooling of…

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…