EFI

Shunto negotiations: the end of negative rates César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Comments from central banks were again an important part of the market backdrop last week. Fed chairman Powell Jerome Powell said that it was “not…

Pictet Asset Management Strategy Unit Asset allocation: equities still looking good The US economy’s resilience and US inflation’s resistance to swiftly return to the US Federal Reserve’s target means we remain overweight equities and neutral bonds.  We retain our view that economic growth will slow…

China’s economy and equity markets haven’t had an easy ride. But we believe there are still plenty of attractive investment opportunities – if you know where to look. James Kenney, Senior Investment Manager, Pictet Asset Management. Investors in Chinese equities have had a tough couple…

You will find below a commentary by Frederik Ducrozet, Head of Macroeconomic Research at Pictet Wealth Management, ahead of the ECB meeting next Thursday (7 March). The timing of the first ECB rate cut is important (we stick to June), but eventually the debate will…

Story of the month by ODDO BHF Asset Management. Widely used in many sectors owing to their exceptional properties, perfluorinated substances, known as "eternal pollutants", have been the subject of a wave of regulation in recent years, with the ultimate aim of banning them in…

ODDO BHF Asset Management. 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, gas and coal…

Bonds are expected to have more volatility than in the past: this will offer careful investors rewarding opportunities. Mary-Therese Barton, Chief Investment Officer Fixed Income Pictet Asset Management. It’s a new era for fixed income investing. Investors are only slowly catching on to how significant…

Tipping point César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week was marked by blow-out results from the world’s leading AI-related chip maker. Seen as a bellwether for the AI boom, the company’s guidance was also strong. Together with a small number of…

Story of the month by ODDO BHF Asset Management. E-scripts democratization is currently booming in Germany with a dramatic +182% increase in redeemed eRx, testifying to a favorable environment regarding the political framework, customer behaviors and the ongoing digitalization trend in pharmaceuticals. A SUPPORTIVE REGULATORY…