News

Story of the month Corporate Power Purchase Agreements are green electricity purchase contracts used by companies and have seen an average growth of 27% over the last 5 years. They have the advantage of fixing a guaranteed price over an average period of 15 years,…

Michael Krautzberger to join AllianzGI from BlackRock in August Krautzberger to succeed Franck Dixmier as Global CIO Fixed Income Allianz Global Investors, one of the world’s leading active asset managers, announced today that it has appointed Michael Krautzberger as its new Global CIO Fixed Income.…

Climate Crunch: A closer look at the transition Although most investors would agree that building a net zero economy is no longer an option, but a necessity, the transition could cause considerable disruption over the next five to seven years. These are the findings of…

Story of the month DATA CENTERPOWER CONSUMPTION 40% of global data centers are located in North America, mainly in USA, half of which being located in few states. While Western Europe accounts only for 26% of this global distribution as of today, one could expect…

Roaring Kitty is back César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW “Roaring Kitty”, the social media finance influencer, re-emerged after a three-year hiatus and shares in a videogame retailer he previously favoured duly soared, with the company taking the…

US election – What to expect from Trump Season 2 Laurent Denize, Global Co-CIO, ODDO BHF AM. " As we get closer to November 2024, we expect the volatility of European sectors and stocks directly exposed to potential policy changes to rise and divergences in…

Europe makes its move César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW European equities outperformed their US peers last week, with the Stoxx Europe 600 i rising 3.3% (in euros) compared to a 1.9% (in USD) rise in the S&P500…

Décision retardée, mais pas remise en cause César Pérez Ruiz, CIO et responsable des investissements, Pictet Wealth Management. REVUE HEBDOMADAIRE En fin de semaine dernière, le ralentissement de la hausse des salaires et un rapport soulignant la nette accalmie du marché de l’emploi non agricole…

Delayed but not derailed César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US stocks got a late-week boost in the form of significant cooling in the nonfarm payrolls report for April as well as a slowdown in wage growth. Reassurances…

Below you will find a new commentary by Xiao Cui, Senior Economist Pictet Wealth Management, on the FED. The Fed kept rates unchanged and announced a tapering of QT starting in June, as expected. Chair Powell was dovish relative to market expectations. Notably, the Chair pushed back on rate…