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What risks for the global economy ? Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: The global economy has proven surprisingly resilient to shocks over the past two years. Disinflation and lower rates should extend ​ the soft- landing path. A deviation from…

Maria Vassalou appointed to lead new investment research capability Pictet announces the establishment of the Pictet Research Institute, a new Group-wide capability dedicated to research into topics with long-term implications for investment. Based in Geneva, the institute will engage in topics ranging from macro and…

With interest rates set to tumble, top-quality bonds of longer duration make sense By Pictet Wealth Management CIO Office and Macro Research. In today’s market environment, we see merit in being ready to move away from cash and into quality fixed-income investments to capture the…

Story of the month As listed companies begin to publish their financial results for 2023, we want to take the pulse of the adoption of generative AI, as it appears in these announcements. To do this, we use three metrics: 1) revenues from the public…

S&P5000 César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Two remarkable things happened last week: Taylor Swift touched down after a whirlwind trip from Tokyo just in time to see her boyfriend’s team win the Super Bowl and, with a…

US Employment: If last month was goldilocks, this month is re-acceleration Below you will find a new commentary by Xiao Cui, Senior Economist Pictet Wealth Management, on US employment. Nonfarm payrolls blew street forecasts out of the water, coming in hot at 353k (vs. expectation of 185k).…

Those cuts are coming, but likely not in March Xiao Cui, Senior Economist Pictet Wealth Management. Another FOMC, another whipsaw in markets. The Fed kept rates on hold at 5.25-5.50% and kept QT unchanged. As expected, the policy statement removed the tightening bias by dropping the reference to…

Enchanted economy César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review It was another good week for US equities as data was released showing the continued strength of the US economy, while the drop in core inflation announced on Friday providing a further…

A more balanced reaction function ​ ​    Xiao Cui, Senior Economist Pictet Wealth Management. We expect the FOMC to keep rates on hold at 5.25-5.50%, and keep quantitative tightening (QT) and other administered interest rates unchanged at its January meeting. There will be no new economic projections or…

STORY OF THE MONTH BRICE PRUNAS, Portfoliomanager, Aktien, globale Themenfonds And MAXENCE RADJABI, CFA Global thematic Equity Portfolio manager ODDO BHF Asset Management SAS In this first Fund Insight of 2024, we aim to show how AI could provide an answer to the problem of…