Hot jobs César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The good news on the jobs front proved bad news for stocks last week. The S&P 500 declined 1.9% (in USD) as the December nonfarm payrolls report dampened hopes for further Fed rate cuts. US Treasury…

Hawkish Fed cut César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. A fading of post-election sentiment was evident in S&P 500’s -0.6%  performance last week (in USD). In addition, a 25 bps rate cut by the Fed this week is already baked in, while data…

Elsa Fernandez, Product specialist Rothschild & Co Asset Management. In a complex and evolving economic environment, R-co Valor Balanced stands out as a suitable solution for investors seeking a balance between performance and risk management, while delegating asset allocation decisions to experts who monitor the…

ODDO BHF Asset Management Initiated in 2022 in Nairobi, Kenya, at the United Nations Environment Assembly, the process of implementing a global treaty against plastic pollution entered its final phase at the end of November in Busan, South Korea. Plastics account for around 3.4% of…

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…