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Investing

Waiting for Trump to pivot

Will he change his mind again? César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The US/China trade war ramped up with China halting Boeing orders and Liquid Natural Gas purchases from the US. Meanwhile, America threatened port fees of USD50 per ton of cargo to…
EFI
25 April 2025
Investing

European markets first to benefit from Donald Trump’s policies

Anthony Bailly, Head of European Equity Rothschild & Co Asset Management. Over the course of the quarter, the indecisiveness of the new Trump administration weighed on the confidence of both US consumers and businesses. The latest decisions on tariffs heightened these concerns, leading observers to…
EFI
24 April 2025
Investing

Next generation of healthcare

Technology is ushering in a new generation of healthcare, supported by specialised tools that can help speed up drug discovery and treatments. Once, the world dreamed of having a pill for every ill. Today, next generation therapies are changing our perspective, making it possible to…
EFI
24 April 2025
Investing

My name is Bond, Donald Bond

By Laurent Denize Global Co-CIO ODDO BHF. "Last days have shown that dislocations in the US bond market are perhaps the only lever to exert influence and pressure on the Trump administration." Equities down, credit down, dollar down…and yields up, an odd combination recently experienced…
EFI
23 April 2025
Investing

Why private equity structurally tend to outperforms the stock market

By Frédéric Stolar, Managing Partner d’Altaroc. Private equity has historically outperformed the stock market over the past several decades.Studies by Bain & Company and Preqin, among others, underline this time and again. According to Frédéric Stolar, Managing Partner of Altaroc, this is mainly due to…
EFI
22 April 2025
Investing

Germany between economic stimulus and trade war

Prof. Dr. Jan Viebig, Global Co-CIO ODDO BHF AM. "That said, Germany’s reliance on American consumers remains limited—what matters far more is the free movement of goods within the European Union." Boosted by the adoption of a historic financial package that promises large-scale public investment,…
EFI
22 April 2025
Investing

BRICS+ and the Great Power competition: investment opportunities

“The allure of passive asset management is retreating alongside the era of unfettered free trade and ‘globalisation’. This shifts the spotlight onto active management, thematic investing and multi-asset strategies." Pictet Research Institute, Pictet Group’s resource dedicated to researching the topics with long-term implications for investment,…
EFI
22 April 2025