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Monthly Archives

November 2023

grayscale photo of Wall St. signageNews

Pictet announces first direct private equity investment

Pictet Alternative Advisors (“Pictet”), the alternative investment business of Pictet Group, announces its first investment through its new direct private equity team, acquiring a controlling interest in facilities manager Pareto FM (“Pareto”). The team led by Edmund Buckley, Head of Direct Private Equity at Pictet,…
LFI
29 November 2023
teal skyscrapersNews

Euro area macro update

PMI surveys "Signs that slump in euro manufacturing is bottoming out" Nadia Gharbi, Senior Economist Pictet Wealth Management. Signs that slump in euro manufacturing is bottoming out ​ S&P Global’s flash composite purchasing manager index (PMI) for the euro area rose by 0.6 points to 47.1…
LFI
24 November 2023
assorted plastic bottlesNews

Fund Insight: ODDO BHF POLARIS FUNDS RANGE

Story of the month Nils Bosse-Parra, Portfolio Manager, ODDO BHF Asset Management. "Coca-Cola generates 30% of its sales with low-calorie drinks" Diet drugs from pharmaceutical companies such as Novo Nordisk and Eli Lilly continue to cause a stir on the stock market. The Danish manufacturer Novo Nordisk,…
LFI
24 November 2023
a scale with coins and garlic on top of itPersonal Finance

Monthly investment brief

Polarisation Laurent Denize, Global Co-CIO, ODDO BHF AM. " Despite the uncertain macroeconomic cycle, such periods bring numerous opportunities for investors who can see beyond the current noise and focus on the long term." The spectacular rise in interest rates over the last two years…
LFI
24 November 2023
gold and black rectangular casePersonal Finance

Market view

The benefits of gold in the investment portfolio Prof. Dr. Jan Viebig Global Co directeur des investissements, ODDO BHF AM. "We are convinced that gold has a firm place within a long-term investment strategy. In the short term, however, we remain cautious about its potential."…
LFI
22 November 2023
Photo of a Panda StandingNews

Weekly View: Close the door

The Pandas are back César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. US President Joe Biden and his Chinese counterpart Xi Jinping met for constructive talks last week, marking an easing in tensions between the superpowers in a welcome development for markets. The meeting…
LFI
22 November 2023
a tunnel that is very dark and emptyInvesting

The global economy: what are the risks for 2024?

Bruno Cavalier, Chief Economist ODDO BHF. KEY HIGHLIGHTS: United States aside, the economic outlook everywhere else has been revised downward The rise in interest rates puts pressure on government budgets World trade is fragmented against a backdrop of numerous geopolitical tensions A possible re-election of…
LFI
22 November 2023
a close up of a circuit boardInvesting

Focus on China

Out of the chaos come heroes Yanxiu Gu, Spécialiste produits, actions chinoises ODDO BHF AM. " The technology race between China and the US is not going to end any time soon. But investors may miss good opportunities by turning away from these stocks" US RESTRICTIONS…
LFI
15 November 2023
concrete building under white sky during daytimeNews

Weekly View: Déjà vu?

Retail sales for direction César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. US retail sales data and results from some big retailers will take centre stage for markets this week as investors look for signals to continue a selective rally. A benign reading on…
LFI
15 November 2023