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LFI

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Israel-Hamas: Implications for Global Markets

Commentary from Norman Villamin, Group Chief Strategist at Union Bancaire Privée (UBP). The Hamas invasion of southern Israel over the weekend, while an eruption of an on-going regional conflict and humanitarian crisis has the potential to expand to a prolonged conflict that historically has been…
LFI
11 October 2023
brown concrete building during daytimePersonal Finance

A new dawn for Indian stocks

Corporate India's promising fundamentals mean the country's equity market is poised to outpace that of its emerging market peers Prashant Kothari, Senior Investment Manager Pictet Asset Management. India is making history. Late last year it overtook the UK to become the world’s fifth largest economy.…
LFI
09 October 2023
closeup photo of white robot armNews

Investment implications of AI

How generative AI has re-ignited investor enthusiasm for tech stock John Gladwyn, Senior Investment Manager Pictet Asset Management. While the ideas behind AI have been around longer than most investors have been alive, an area which had previously been regarded as the preserve of computer…
LFI
09 October 2023
a tall building with a clock on the top of itInvesting

ESG ratings under the microscope

Caroline Reyl, Senior Investment Manager, Stephen Freedman, Head of research and sustainability - Thematic Equities and Faisel Syed ESG Specialist Pictet Asset Management. ESG corporate ratings are redrawing the financial landscape, yet investors often struggle to interpret them. Britain’s system of imperial measurements has long…
LFI
06 October 2023
pink concrete buildingNews

Is this it?

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Connecting the dots Markets will be on tenterhooks this week for the release of the Federal Reserve’s preferred inflation measure, core PCE, on Friday for indications as to whether the Fed has finished hiking interest rates.…
LFI
27 September 2023
a large white building with columns on the top of itNews

Treasury yields could drop back, but remain structurally higher

Lauréline Renaud-Chatelain, Fixed-income strategist, Pictet Wealth Management. Investors could continue to demand a higher premium for holding long-term US debt. The 10-year US Treasury yield rose from a low of 3.31% on 6 April to 4.34% on 21 August, the highest level since 2007, primarily…
LFI
27 September 2023
white and blue concrete buildingNews

Whether the landing’s hard or soft, bonds look good

Jon Mawby Co-Head of Absolute & Total Return Credit Pictet Asset Managment. Yields on government bonds and corporate credits are generous enough to protect investors against considerable market volatility. The investment case for holding bonds and credit is the best it’s been for at least…
LFI
27 September 2023
kiwis and orangesNews

Fund Insight : ODDO BHF AM Future of food

We all know and use TripAdvisor, whether it´s near our home or abroad, to find a restaurant according to our criteria. This platform allows consumers to share their opinions and thus penalise or favour certain restaurants. But what happens when restaurant owners, who until nowwere…
LFI
27 September 2023
News

There’s more to tech than ChatGPT

Generative AI may have enthused investors, but it's only a subplot in the much grander story of the technology sector's transformation. Anjali Bastianpillai ,Senior Client Portfolio Manager Pictet Asset Managment Childrens' homework, social media posts, magazine articles, books – ChatGPT can apparently do it all.…
LFI
27 September 2023