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LFI

Investing

Spread widening in credit could raise cash’s appeal

The historic tightness of credit spreads and the delay in US rate cuts is impacting the relative attractiveness of US investment-grade credits. Lauréline Renaud-Chatelain, Fixed-income strategist, Pictet Wealth Management. After months of tightening, credit spreads look tight compared to their historical ranges, especially for US…
LFI
14 June 2024
gray concrete high-rise buildingNews

Leadership succession for Fixed Income platform

Michael Krautzberger to join AllianzGI from BlackRock in August Krautzberger to succeed Franck Dixmier as Global CIO Fixed Income Allianz Global Investors, one of the world’s leading active asset managers, announced today that it has appointed Michael Krautzberger as its new Global CIO Fixed Income.…
LFI
12 June 2024
an aerial view of a snow covered mountainNews

Pictet-IIF Climate

Climate Crunch: A closer look at the transition Although most investors would agree that building a net zero economy is no longer an option, but a necessity, the transition could cause considerable disruption over the next five to seven years. These are the findings of…
LFI
12 June 2024
computer coding screengrabInvesting

Flash Note – June FOMC preview – Let the data speak

Please find below a new comment from Xiao Cui, Senior Economist, at Pictet Wealth Management, ahead of next Wednesday’s Fed meeting : The new dot plot and Chair Powell’s press conference will take center stage at the FOMC meeting next week, where we expect no…
LFI
10 June 2024
bike leaning against handrail in front of concrete building at daytimeInvesting

Flash Note – ECB meeting

Please find below a new comment from Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, on today’s ECB meeting: ECB: one step at a time As widely expected, the ECB cut its key rates by 25 basis points, bringing the deposit facility rate…
LFI
07 June 2024
Mt. FujiInvesting

Japan back at the forefront

Reserve a spot for Japanese stocks in your savings plan The Japanese stock market has been due for rediscovery for a while now, after being forgotten by just about every investor for years. The Nikkei index even improved set a new record for the first…
LFI
05 June 2024
brown-and-white clocksInvesting

Flash Note – ECB preview: one step at a time

Below you will find a new commentary by Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, ahead of this Thursday’s ECB meeting. Inflation surprised the consensus to the upside today, with the headline HICP figure accelerating more than expected to 2.6% y/y in…
LFI
05 June 2024