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LFI

a view of a city street through a windowInvesting

Pictet Group launches inaugural Megatrending: Opportunities Ahead study

Group Corporate Communications, Pictet Group Pictet’s ‘Megatrending - Opportunities Ahead’ study reminds us of the value of turning megatrends into investment ideas. That way investors benefit and long-term commercial endeavours that have the potential to positively advance society are supported with the capital they need…
LFI
25 September 2023
a city with tall buildingsInvesting

Hovering flight or losing altitude?

Laurent Denize and Prof. Dr. Jan Viebig, Global Co-CIO ODDO BHF AM. While the holiday season in Europe was marked by extreme weather, capital markets managed to avoid major turbulence over the summer. In marked contrast to last year, when investors could do almost nothing…
LFI
20 September 2023
long straight road with trees on the sideNews

We think the Fed is done with rate hikes

Comments by Franck Dixmier, Global CIO Fixed Income at Allianz Global Investors. We do not expect a rate hike from the Fed at its 19-20 September meeting. The Fed has entered the most mature phase of its monetary tightening cycle. The markets' attention will now…
LFI
20 September 2023
gray pier on body of waterInvesting

China: no systemic financial risk, but lower long-term growth

By Dong Chen,Head of Asia Macroeconomic Research, Ling Chen, Graduate, and Julien Holtz, Emerging Market Strategist, Pictet Wealth Management. Near-term risks have been overblown and Chinese equities could hold upside potential In recent weeks, missed debt repayments by another major property developer and one of the largest shadow-banking institutions have triggered fears…
LFI
18 September 2023
boats on body of water near Summer Palace under white and blue skyNews

China’s economy could stabilise

By Dong Chen, Head of Asia Macroeconomic Research and Ling Chen, Graduate, Pictet Wealth Management. Strengthening policy support and signs that manufacturing is stabilising could point to a moderate recovery over the rest of the year. Since late August, policy support in China has picked up in pace and strength. While…
LFI
15 September 2023
wind turbine surrounded by grassNews

ODDO BHF AM Green Planet

Story of the month The energy transition will require massive growth in the electrification of transport, industry and buildings, making it essential to transform electricity networks in an unprecedented way. In 2022, 274 billion dollars were invested in the modernisation and creation of electrical infrastructures,…
LFI
15 September 2023
white concrete building under blue sky during daytimeInvesting

ODDO BHF AM Polaris Funds Range

Story of the month EARNINGS GROWTH DESPITE ECONOMIC SLUMP? INSIGHTS FROM THE REPORTING SEASON Despite higher interest rates and other negative factors, the major stock indices are holding up surprisingly well. Probably the most important factor for long-term price gains is the further course of…
LFI
15 September 2023
a close up of a red substance in a treeNews

No option but action

Luc Olivier, Fund Manager for Echiquier Climate & Biodiversity Impact Europe,1 La Financière de l’Echiquier. The summer of 2023 was one of devastating fires. In Canada, they destroyed nearly 16.5 million hectares of forest – an area the size of Tunisia. Forests are vital carbon sinks…
LFI
15 September 2023
low angle photo of white buildingInvesting

Positive on local-currency EM bonds

By Lauréline Renaud-Chatelain, Fixed-income strategist, Wealth Management. Local-currency EM government bonds could continue to perform as yields drop and the US dollar sags Overall, local-currency emerging-market bonds have delivered positive returns year to data, benefiting from declining yields and the appreciation of some EM currencies.…
LFI
15 September 2023
man standing near cliffInvesting

Space offers significant potential for investment returns

Advances in technology have significantly reduced the cost of accessing space and increased the efficiency and capabilities of space systems. AI has become a driving force of space exploration in recent years. There is also significant potential for opportunity in this area for investors, argues…
LFI
13 September 2023