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FOCUS on China

THE E-COMMERCE REVOLUTION: “Shop like a billionaire”! Yanxiu Gu, Product specialist, Chinese equities ODDO BHF AM. "As global consumers tighten their budgets ..., companies like Shein and Temu (PDD), which prioritize offering ultimate value for money, are emerging as distinct beneficiaries." In December 2023, Apple unveiled…
LFI
19 January 2024
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Seven trends to watch in 2024

The key trends to look out for in science, technology and sustainability over the next 12 months – and beyond. Stephen Freedman, Head of research and sustainability, Thematic Equities Pictet Asset Management. 1. Generative AI goes professional Generative AI dominated the headlines in 2023, and fuelled strong…
LFI
19 January 2024
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Weekly View: Mixed bag

Are we there yet ? THE WEEK IN REVIEW US equity markets notched up positive performances last week, brushing off December headline inflation that was a touch stronger than expected. The S&P 500 rose 1.9% i (in USD) on the week, while the Nasdaq Composite…
LFI
17 January 2024
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Fund Insight : ODDO BHF GREEN PLANET

"Transitioning away from fossil fuels in energy systems" Story of the month The 28th Conference of the Parties on Climate Change (COP 28) was held from 30 November to 13 December in the United Arab Emirates. While the exercise is repeated every year, this editionwas…
LFI
12 January 2024
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Barometer – Markets getting carried away

Equities and bonds have rallied sharply as a growing number of investors see aggressive monetary easing in 2024. We also believe rates will fall, but not as steeply as markets envisage. Pictet Group. Asset allocation: wary of Goldilocks reflation trade 2023 began with prospects for…
LFI
10 January 2024
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Weekly View: Soft take-off

Welcome to 2024: the Great Election year César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. As an eventful 2024 gets underway, let us start by wishing you a successful year. The coming 12 months will see more than half the world’s population vote in elections,…
LFI
10 January 2024
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Flash Note – Euro area macro update – HICP inflation

HICP inflation: an expected pick up in December  Nadia Gharbi, Senior Economist Pictet Wealth Management. Eurostat's flash estimate showed that euro area headline inflation rebounded to 2.9% y-o-y in December from 2.4% the previous month, in line with expectations. Core inflation eased to 3.4% in December from…
LFI
08 January 2024
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Italian and Spanish sovereign bonds : 2024 outlook

Spreads to remain range bound. Nadia Gharbi, Senior economist, Lauréline Renaud-Chatelain, Fixed-income strategist, Milène Dumont, Strategist Pictet Wealth Management. Growth in euro zone periphery countries has been relatively resilient this year thanks to strong construction activity in Italy and a pickup in tourism, especially in…
LFI
26 December 2023