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LFI

Investing

Gearing up for change

The last 12 months have been full of changes, to say the least, with existing trends accelerating and others emerging more clearly. César Pérez Ruiz, Head of Investments & CIO, Pictet Wealth Management & Alexandre Tavazzi, Head of CIO Office & Macro Research, Pictet Wealth…
LFI
23 August 2024
a close up of a person playing a board gameInvesting

Euro area wages

Falling wage growth in Q2 seals deal for September rate cut Please find below a comment from Nadia Gharbi, Senior Economist for the Pictet Wealth Management Investment Platform and Alan Lemangnen, EU UK Economist for PWM Investment & Pictet Wealth Solutions. Negotiated wage growth in the…
LFI
23 August 2024
News

Weekly View: Back to normal?

Ukraine strikes back César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Equities enjoyed a strong week, with the S&P 500 posting its highest weekly return since November 2023 as volatility eased sharply and economic data increased market confidence that the…
LFI
21 August 2024
Investing

ECB: “Two-handed” Lagarde

Please find below a comment from Nadia Gharbi, Senior Economist at Pictet Wealth Management. As widely expected, the ECB left interest rates unchanged at today’s Governing Council (GC) meeting. The Q&A session that followed the decision was largely an “on the one hand, on the other…
LFI
22 July 2024
Investing

Monthly investment brief

Beneath the surface Laurent Denize, Global Co-CIO, ODDO BHF AM. "Overall, when we consider the global outlook, the environment is a rather supportive one for risky assets. However, there are plenty of concerning developments below the surface leading to downside risks in the “higher for…
LFI
22 July 2024
Investing

Weekly View: Politics DO matter

Fragile France César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review In a shortened week, the S&P 500 i put in a positive performance (+2.0% in USD), buoyed at the end of it by stats that suggested a gradual cooling of…
LFI
10 July 2024
Investing

Barometer: Scaling back IT but still positive on stocks

July 2024 Conditions remain favourable for equity markets overall but we trim exposure to tech stocks following their stellar run. Asset allocation: Conditions still favourable for stocks How high can the market go? With global equities having rallied some 26 per cent over the past…
LFI
09 July 2024
Investing

Weekly View: Down but not out

The Final Countdown César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review The S&P 500 wavered last week, when it dropped 0.1% (in USD) as a result of profit-taking on major semiconductor stocks. But the small-cap Russell 2000 did better, rising 1.3% (in USD),…
LFI
03 July 2024
black computer keyboard on brown deskNews

Focus on China

Yanxiu Gu, Product specialist, Chinese equities ODDO BHF AM. " Leading players ​ ... recognized early the need for global expansion and have achieved impressive progress." In the 1990s and early 2000s, Japanese home appliance brands like Sony and Toshiba were synonymous with quality and innovation and…
LFI
03 July 2024
Investing

Secular Outlook 2024

Our analysis shows the dispersion of returns across domestic equity and bond markets will decline over the next five years. This suggests investors should consider investing across sectoral lines and allocate more of their capital to corporate bonds. Overview : What to expect from markets…
LFI
27 June 2024