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LFI

grayscale photography of an escalatorNews

USD remains safehaven amid war troubles

Enrique Diaz Alvarez, Chief Financial Risk Officer, Ebury. The escalating war between Israel and Hamas, together with the steady stream of positive surprise from the US economy drove the dollar higher last week. The greenback rallied against every major currency except the Yen and a handful of…
LFI
30 October 2023
white house near parabolic antennaNews

Weekly View: Geopolitics, rates or earnings?

Unsustainable fiscal path César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Consumer resilience and tightening financial conditions are battling to determine the course of the US economy, and a bumper round of earnings reports this week will help shed light on which is prevailing.…
LFI
26 October 2023
red and white wooden signageNews

Navigating geopolitical risks

Fed done despite inflation running hot César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Stronger-than-expected inflation last week showed US core price pressures remain resilient, and we expect Federal Reserve policymakers to keep a hawkish bias even if they do not raise rates again…
LFI
18 October 2023
skyscraper, china, townNews

Fund Insight ODDO BHF GREEN PLANET

The European Commission's announcement in early September that it was opening an investigation into Chinese subsidies for electric vehicles highlights China's dominance in this field According to the European Automobile Manufacturers Association (ACEA) China accounts for 15% of electric vehicle imports into the European Union…
LFI
13 October 2023
china, great wall, landmarkNews

China: big shoes to fill

Pictet Wealth Management Strengthening policy support and signs that manufacturing is stabilising point to a moderate recovery over the rest of the year, although China’s longer-term growth potential is weakening. In recent weeks, missed debt repayments by another major property developer and one of the…
LFI
13 October 2023
montreux, castle, chNews

Monthly House View | October 2023

Pictet Wealth Management’s latest positioning across asset classes and investment themes. Macroeconomy The latest data releases suggest that global manufacturing activity might stabilise, although activity remains stronger in emerging economies than in developed ones. Likewise, while international trade has continued to plunge, there are signs…
LFI
13 October 2023
a close up of a one dollar billInvesting

Trillion dollar questions

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. A far stronger-than-expected US employment report for September pushed bond yields to new 16-year highs last week and raised the possibility of a November interest rate hike by the Federal Reserve. Non-farm payrolls increased by 336,000…
LFI
11 October 2023
a close up of a cell phone's screenInvesting

Rates restored

This month’s Editorial by Olivier de Berranger, Deputy Chief Executive Officer and CIO, and Alexis Bienvenu, Fund Manager, La Financière de l’Echiquier (LFDE). A new era of abundance is upon us. Not, alas, in political, social, environmental or even economic terms. Rather, it is for…
LFI
11 October 2023