Europe at the polls: what’s at stake for the future ? Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: The last parliamentary term was marked by the pandemic and…
LFI22 May 2024
The case for private debt in a widening funding gap Andreas Klein, Head of Private Debt Pictet Asset Management. With banks curtailing lending, private debt can step in to support healthy companies. Scarcity of capital and higher funding costs make today’s credit backdrop extremely difficult…
LFI17 May 2024
Europe makes its move César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW European equities outperformed their US peers last week, with the Stoxx Europe 600 i rising 3.3% (in euros) compared to a 1.9% (in USD) rise in the S&P500…
LFI17 May 2024
As AI fuels the need for ever more data, we require data centres to store and process all the information securely. Businesses which contribute to the efficiency of data centres will have the upper hand. Rachele Beata, Investment Manager Pictet Asset Management. The rise of…
LFI17 May 2024
May 2024 Economic conditions in Europe are improving while interest rates in the region could soon head lower. This augurs well for European stocks, which we upgrade to overweight. Asset allocation: Europe edges ahead April proved a cruel month for risky assets, but we believe…
LFI13 May 2024
Delayed but not derailed César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US stocks got a late-week boost in the form of significant cooling in the nonfarm payrolls report for April as well as a slowdown in wage growth. Reassurances also…
LFI13 May 2024
Décision retardée, mais pas remise en cause César Pérez Ruiz, CIO et responsable des investissements, Pictet Wealth Management. REVUE HEBDOMADAIRE En fin de semaine dernière, le ralentissement de la hausse des salaires et un rapport soulignant la nette accalmie du marché de l’emploi non agricole…
PFI07 May 2024
Delayed but not derailed César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US stocks got a late-week boost in the form of significant cooling in the nonfarm payrolls report for April as well as a slowdown in wage growth. Reassurances…
PFI07 May 2024
Below you will find a new commentary by Xiao Cui, Senior Economist Pictet Wealth Management, on the FED. The Fed kept rates unchanged and announced a tapering of QT starting in June, as expected. Chair Powell was dovish relative to market expectations. Notably, the Chair pushed back on rate…
LFI02 May 2024
