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Monthly Archives

May 2024

Investing

Data centres: embracing the impact of AI

As AI fuels the need for ever more data, we require data centres to store and process all the information securely. Businesses which contribute to the efficiency of data centres will have the upper hand. Rachele Beata, Investment Manager Pictet Asset Management. The rise of…
LFI
17 May 2024
Investing

Barometer: Stars align for European equities

May 2024 Economic conditions in Europe are improving while interest rates in the region could soon head lower. This augurs well for European stocks, which we upgrade to overweight. Asset allocation: Europe edges ahead April proved a cruel month for risky assets, but we believe…
LFI
13 May 2024
Investing

Weekly View: Still on track

Delayed but not derailed César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US stocks got a late-week boost in the form of significant cooling in the nonfarm payrolls report for April as well as a slowdown in wage growth. Reassurances also…
LFI
13 May 2024
News

Panorama hebdomadaire : Toujours en bonne voie

Décision retardée, mais pas remise en cause César Pérez Ruiz, CIO et responsable des investissements, Pictet Wealth Management. REVUE HEBDOMADAIRE En fin de semaine dernière, le ralentissement de la hausse des salaires et un rapport soulignant la nette accalmie du marché de l’emploi non agricole…
PFI
07 May 2024
News

Weekly View: Still on track

Delayed but not derailed César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US stocks got a late-week boost in the form of significant cooling in the nonfarm payrolls report for April as well as a slowdown in wage growth. Reassurances…
PFI
07 May 2024