LFI

You will find below a commentary by Frederik Ducrozet, Head of Macroeconomic Research at Pictet Wealth Management, following today's ECB meeting. As expected, the Governing Council (GC) remained on hold today. However, discussions on the “unwinding of the restrictive stance” have begun and President Lagarde’s…

Sophie MONNIER, CFA, is a Product Specialist for Asset Allocation & Fixed Income at ODDO BHF AM, a financial group specialising in asset management. She discusses the opportunities arising from stabilising interest rates and future prospects. The upcoming interest rate cuts are eagerly awaited. What…

In 2018, for the very first time, humanity had more persons older than 65 worldwide than children younger than five . The demographic reversal has real-world consequences for our societies but has also been a boon to the development of an economy dedicated to seniors:…

Nicolas Jacob - Oddo BHF Asset Managment The final communiqué of COP 28 in December 2023 marks a historic turning point in the fight against global warming. By stressing the need to "'transition away from fossil fuels in energy systems" in the coming decades, oil,…

Shaniel Ramjee, Senior Investment Manager, Pictet Asset Management. Investors are clinging to cash now that it offers a level of income not seen for more than a decade. But in doing so, they're missing out on much better opportunities. On the eve of the pandemic,…

Super Tuesday ahead César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW The large-cap S&P 500 rose 1% last week (in USD), meaning that the index put in a positive performance in 16 out of the past 18 weeks, something not…

Bumpy ride towards 2% inflation César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. A batch of US economic reports last week cheered investors looking for signs of a “Goldilocks” scenario, where activity slows enough to keep further interest rate hikes at bay without pointing…