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Investing

End-of-Summer cooldown

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Goldilocks again? 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 to recession. With…
EFI
06 September 2023
Investing

Never surrender

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. It's all about the price Federal Reserve Chair Jay Powell struck a cautiously hawkish tone in his Jackson Hole speech on Friday, saying US inflation was too high for the Fed’s comfort but that it will…
EFI
31 August 2023
Investing

Water, water, needed everywhere

Water is essential to life, but how to distribute it has become a thorny issue. We believe both public and private investment is essential. Marc-Olivier Buffle, Head of Thematic Client Portfolio Managers and Research & David Lloyd Owen, Founder and Managing Director Pictet Asset Management.…
EFI
31 August 2023
Investing

Why utility companies are a key source of transition alpha

Utility companies are essential to the green transition. Which means climate focused investors cannot afford to ignore them. Jennifer Boscardin-Ching, Client Portfolio Manager Pictet Wealth Management. Power utilities attract controversy for their outsized impact on climate change. Not only is the sector responsible for a…
EFI
30 August 2023
Investing

Emerging Markets Weekly

Mali Chivakul, Emerging Markets Economist, J. Safra Sarasin In light of the ongoing decline in China’s housing sector, we present a set of Q&As aiming to explain the nature of the housing market, its problems and what it could look like over the next 2-3…
EFI
30 August 2023
News

AllianzGI bolsters equity team in London

Kayvan Vahid will join AllianzGI as Head of Equity Europe Core & Value Allianz Global Investors (AllianzGI), a leading global active asset manager, announced today the appointment of Kayvan Vahid as Head of Equity Europe Core & Value. Kayvan will be based in London, and…
EFI
29 August 2023
Investing

Is this for real?

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Waiting for Jay The Federal Reserve’s Jackson Hole gathering is the big event this week for markets, which are grappling with the implications of a resilient US economy. Fed Chair Jay Powell’s speech on Friday will…
EFI
29 August 2023
Crypto

Finst becomes first Dutch crypto platform to release extensive Proof of Reserves

Finst becomes first Dutch crypto platform to release extensive Proof of Reserves Amsterdam-based cryptocurrency exchange Finst announcesthe successful release of its Proof of Reserves (PoR) conductedby a reputable and independent audit firm Finst’s extensive Proof of Reserves audit is a first-of-its-kind,aiming to address the limitations…
KFI
22 August 2023