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LFI

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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
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Pictet Wealth Management Flash Note – Outlook 2024 on DM equities

Christmas after Christmas Jacques Henry, Head of Equities at Pictet Wealth Management. Our forecast is for low- to mid-single digit growth in developed-market stocks’ revenues in 2024 as nominal GDP growth is expected to remain positive. Margins are expected to remain fairly resilient as long…
LFI
26 December 2023
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The Fed pivots, its peers hold back

After ratcheting up interest rates over the last two years, the US Federal Reserve used its 13 December meeting to open the door to rate cuts next year – a move its peers will ultimately follow, but not just yet. Nadia Gharbi, Senior economist, Xiao…
LFI
26 December 2023
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Emerging-market currencies : 2024 outlook

Our view that the global recovery will gradually recover in the second half of 2024 and the chance that the US dollar weakens make us cautiously optimistic on select EM currencies. Luc Luyet, Currencies strategist, Pictet Wealth Management. The external backdrop, such as trends in…
LFI
26 December 2023
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Equity volatility: 2024 outlook

Volatility could rise to a medium-to-high range in the second half. Djâafar Aballeche, Senior Cross-Asset Specialist Pictet Wealth Management. Stock market volatility in 2023 has trended downwards, although with fluctuations throughout the year. The VIX index surged in the first quarter but declined rapidly thereafter.…
LFI
26 December 2023