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Monthly Archives

July 2023

Investing

Quantifying investors’ impact on nature

Gabriel Micheli, Senior Investment Manager, and Viktoras Kulionis, Investment Manager and Senior Environmental Economist, Pictet Asset Management. ​ Businesses and investors are stepping up efforts to measure how corporate activity affects the health of the biosphere, and in turn, ​ how biodiversity loss impacts their own…
KFI
28 July 2023
Investing

L’irrépressible régionalisme de l’Asie

Patrick Zweifel, Chief Economist, Pictet Asset Management. L’idée selon laquelle la planète se démondialise est largement répandue. L’interdépendance croissante des pays d’Asie et leur force économique démentent ce mythe. Le commerce mondial continuera de stimuler une croissance rapide en Asie. Moteur de croissance La mondialisation…
KFI
27 July 2023
Investing

The US dollar may prove volatile in the coming months

Luc Luyet, Currencies strategist, Pictet Wealth Management. The US Dollar is smilling less Recent US macroeconomic data strengthens the view that the disinflationary process is well underway, with two key implications for the US dollar. Firstly, it suggests that the end of the Fed’s tightening…
KFI
27 July 2023
Investing

FOMC preview

Xiao Cui, Senior Economist, at Pictet Wealth Management. The FOMC is likely to hike rates by 25bps, as is widely expected by markets. We don’t expect changes to QT or tweaks in other administered rates. There will be no new dot plot or economic projections. We expect Chair…
KFI
25 July 2023
Investing

Focus on what ECB signals for September (and beyond)

Nadia Gharbi, Senior Economist, at Pictet Wealth Management. At the last ECB meeting in June, the ECB raised interest rates by 25bp, while signalling that it has still “more ground to cover”. The ECB committed to maintaining a tight policy stance for as long as…
KFI
25 July 2023
Investing

Unstoppable?

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. The loser has won Spain plunged into political limbo after Sunday’s inconclusive election, with the opposition conservative People’s Party winning most seats in parliament but failing to clinch outright victory. The result promises a period of…
KFI
25 July 2023
Investing

Fed: toward a dovish hike

Comments by Franck Dixmier, Global CIO Fixed Income at AllianzGI. We expect the US Federal Reserve (Fed) to announce a 25bp rate hike at the Federal Open Market Committee (FOMC) meeting on Wednesday. Despite reassuring data on the economy, notably a fall in inflation, the…
KFI
24 July 2023