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Monthly Archives

October 2023

red and white wooden signageNews

Navigating geopolitical risks

Fed done despite inflation running hot César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Stronger-than-expected inflation last week showed US core price pressures remain resilient, and we expect Federal Reserve policymakers to keep a hawkish bias even if they do not raise rates again…
LFI
18 October 2023
skyscraper, china, townNews

Fund Insight ODDO BHF GREEN PLANET

The European Commission's announcement in early September that it was opening an investigation into Chinese subsidies for electric vehicles highlights China's dominance in this field According to the European Automobile Manufacturers Association (ACEA) China accounts for 15% of electric vehicle imports into the European Union…
LFI
13 October 2023
china, great wall, landmarkNews

China: big shoes to fill

Pictet Wealth Management Strengthening policy support and signs that manufacturing is stabilising point to a moderate recovery over the rest of the year, although China’s longer-term growth potential is weakening. In recent weeks, missed debt repayments by another major property developer and one of the…
LFI
13 October 2023
montreux, castle, chNews

Monthly House View | October 2023

Pictet Wealth Management’s latest positioning across asset classes and investment themes. Macroeconomy The latest data releases suggest that global manufacturing activity might stabilise, although activity remains stronger in emerging economies than in developed ones. Likewise, while international trade has continued to plunge, there are signs…
LFI
13 October 2023
a close up of a one dollar billInvesting

Trillion dollar questions

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. A far stronger-than-expected US employment report for September pushed bond yields to new 16-year highs last week and raised the possibility of a November interest rate hike by the Federal Reserve. Non-farm payrolls increased by 336,000…
LFI
11 October 2023
a close up of a cell phone's screenInvesting

Rates restored

This month’s Editorial by Olivier de Berranger, Deputy Chief Executive Officer and CIO, and Alexis Bienvenu, Fund Manager, La Financière de l’Echiquier (LFDE). A new era of abundance is upon us. Not, alas, in political, social, environmental or even economic terms. Rather, it is for…
LFI
11 October 2023
Investing

Israel-Hamas: Implications for Global Markets

Commentary from Norman Villamin, Group Chief Strategist at Union Bancaire Privée (UBP). The Hamas invasion of southern Israel over the weekend, while an eruption of an on-going regional conflict and humanitarian crisis has the potential to expand to a prolonged conflict that historically has been…
LFI
11 October 2023
brown concrete building during daytimePersonal Finance

A new dawn for Indian stocks

Corporate India's promising fundamentals mean the country's equity market is poised to outpace that of its emerging market peers Prashant Kothari, Senior Investment Manager Pictet Asset Management. India is making history. Late last year it overtook the UK to become the world’s fifth largest economy.…
LFI
09 October 2023
closeup photo of white robot armNews

Investment implications of AI

How generative AI has re-ignited investor enthusiasm for tech stock John Gladwyn, Senior Investment Manager Pictet Asset Management. While the ideas behind AI have been around longer than most investors have been alive, an area which had previously been regarded as the preserve of computer…
LFI
09 October 2023