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LFI

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Weekly View: All-time highs not far

Titan pass César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Last week was rich in news—and obituaries—in the US. Among the latter were the deaths of centenarian Henry Kissinger as well as of near-centenarians Charlie Munger, Warren Buffet’s right- hand man, and Sandra Day…
LFI
05 December 2023
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Weekly View: Unsettled times

Election surprises César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. A small rise in the composite purchasing manager’ index in November for the first time in five months constituted a sliver of good news for the euro area last week. Much of the improvement…
LFI
01 December 2023
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Pictet announces first direct private equity investment

Pictet Alternative Advisors (“Pictet”), the alternative investment business of Pictet Group, announces its first investment through its new direct private equity team, acquiring a controlling interest in facilities manager Pareto FM (“Pareto”). The team led by Edmund Buckley, Head of Direct Private Equity at Pictet,…
LFI
29 November 2023
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Euro area macro update

PMI surveys "Signs that slump in euro manufacturing is bottoming out" Nadia Gharbi, Senior Economist Pictet Wealth Management. Signs that slump in euro manufacturing is bottoming out ​ S&P Global’s flash composite purchasing manager index (PMI) for the euro area rose by 0.6 points to 47.1…
LFI
24 November 2023
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Fund Insight: ODDO BHF POLARIS FUNDS RANGE

Story of the month Nils Bosse-Parra, Portfolio Manager, ODDO BHF Asset Management. "Coca-Cola generates 30% of its sales with low-calorie drinks" Diet drugs from pharmaceutical companies such as Novo Nordisk and Eli Lilly continue to cause a stir on the stock market. The Danish manufacturer Novo Nordisk,…
LFI
24 November 2023
a scale with coins and garlic on top of itPersonal Finance

Monthly investment brief

Polarisation Laurent Denize, Global Co-CIO, ODDO BHF AM. " Despite the uncertain macroeconomic cycle, such periods bring numerous opportunities for investors who can see beyond the current noise and focus on the long term." The spectacular rise in interest rates over the last two years…
LFI
24 November 2023
gold and black rectangular casePersonal Finance

Market view

The benefits of gold in the investment portfolio Prof. Dr. Jan Viebig Global Co directeur des investissements, ODDO BHF AM. "We are convinced that gold has a firm place within a long-term investment strategy. In the short term, however, we remain cautious about its potential."…
LFI
22 November 2023
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Weekly View: Close the door

The Pandas are back César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. US President Joe Biden and his Chinese counterpart Xi Jinping met for constructive talks last week, marking an easing in tensions between the superpowers in a welcome development for markets. The meeting…
LFI
22 November 2023