The trade war is increasing uncertainty and systemic risks on the financial markets. The weighting of equities has been reduced to neutral, in favour of gold. The improvement in economic fundamentals is leading us to favour European equities. In his recent update on the economic…

Charles-Edouard Bilbault, Global Equities Portfolio Manager & Klara Sok R-co Thematic Blockchain Global Equity Co-Portfolio Manager Rothschild & Co Asset Management. Over 50% of Fortune 100 companies are executing a strategy based on Blockchain technology. The large-scale adoption of this technology is underway and accelerating.…

Global markets have performed poorly in recent weeks, marked by Trump’s policy of chaos. The technology sector was hit especially hard, with the Mag7 index recording in February its worst month since the end of 2022 relative to the S&P 500. Semiconductor companies involved in artificial…

Wait and see César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The US Federal Reserve left rates unchanged last week and maintained a cautious policy stance, citing high uncertainty. The decision to hold steady earned the Fed a rebuke from President Trump, who said it…

After working at State Street, Fidelity and Schroders, Fannie Wurtz joined Amundi in 2011. After managing the development of the ETF, Index and Smart Beta business, she has been Head of Distribution & Private Banking and the ETF business & Passive Management since 2021, and…

In 2000, Pictet boldly launched its Water investment strategy, a pioneering approach that has since become a cornerstone of thematic investing. As we celebrate its 25th anniversary, we reflect on the journey, the successes, and the challenges faced by the team that turned a visionary…

Brice Prunas, Artificial Intelligence thematic manager, ODDO BHF Asset Management. "Artificial intelligence feeds on data, and the largest database inthe world can be found in the human body. " A theme with structural implications that we see as offering market opportunities is healthcare in connection…

The next wave of GLP-1 treatments will do more than just shrink waistlines - Pictet Asset Management. With an estimated one in eight Americans having taken weight loss drugs such as Ozempic in the past two years, their widespread use could bring considerable economic benefits…

Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: Donald Trump launched a tariff war earlier and more aggressively than during his first term. This has led to economic instability which has lowered household and market confidence The US economy is likely to slow…