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LFI

the ceiling of a church with a circular windowInvesting

Israel-Iran: what next?

Greg Hirt, Global CIO Multi Asset, Allianz Global Investors. Iran’s direct action on Israel over the weekend has led to fears of further escalation. But in the absence of a full-blown crisis in the region – which is not our base case – we think…
LFI
15 April 2024
white concrete buildingInvesting

Flash Note – Later and Fewer

Below you will find a new commentary by Xiao Cui, Senior Economist Pictet Wealth Management, on the FED. We now expect a delayed and a shallower Fed easing cycle Recent developments of elevated inflation, robust payrolls, and easing financial conditions strengthen the case for a policy hold.…
LFI
15 April 2024
brown and white floral ceilingInvesting

Flash Note – Gold rush

You will find below a brief summary on gold by Luc Luyet, Currencies Strategist at Pictet Wealth Management. Gold prices have moved relentlessly higher since the start of March, reaching new all-time highs in US dollar. Higher gold prices have been supported by strong underlying demand for the yellow…
LFI
12 April 2024
News

Fund Insight: ODDO BHF AM Green Planet

Story of the month By providing the infrastructure to store, process and distribute data, data centers are becoming a growing source of energy demand. While they consumed around 300 TWh of electricity in 2022 (i.e. 1.1% of the total), the large-scale adoption of artificial intelligence…
LFI
10 April 2024
white and brown concrete building under blue sky during daytimeNews

Barometer: A spring in the market’s step

April 2024 Equities should extend their rally as interest rate cuts appear imminent in the US and other developed economies. Asset allocation: sticking with equities While global economic and liquidity conditions are far from rosy, we see pockets of improvement that are supportive for risky…
LFI
10 April 2024
20 us dollar billNews

The case for private debt in a widening funding gap

With banks curtailing lending, private debt can step in to support healthy companies. Andreas Klein, Head of Private Debt, Pictet Asset Management. Scarcity of capital and higher funding costs make today’s credit backdrop extremely difficult for borrowers. Poor management of balance sheets and thin capitalisation…
LFI
10 April 2024
a bar of chocolate next to a pile of nutsInvesting

The bitter taste of cocoa

By Alexis Bienvenu, Fund Manager, La Financière de l’Echiquier (LFDE) Cocoa has smashed its all-time records. At the beginning of April, the cocoa futures contract topped 10,000 dollars per tonne on the New York stock exchange after averaging 3,000 dollars over recent decades. A 260%…
LFI
09 April 2024
Real Estate

Fund Insight: ODDO BHF AM Active Small Cap

Story of the month ODDO BHF Asset Management As needs for energy-efficient sustainable buildings are rising, awareness about poor air quality is increasing, and building automation demand through IoT (Internet of things) and smart homes is growing, HVAC could be an interesting positioning for the…
LFI
27 March 2024