Skip to main content
All Posts By

EFI

Investing

Weekly View: Cuts postponed… again

Ironclad at work César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US markets were hit by inflation data that forced market participants to dial back on their expectations for Fed rate cuts as well as by fears of a flaring-…
EFI
16 April 2024
Investing

Pictet Asset Management launches Pictet-EUR Income Opportunities

Pictet Asset Management (Pictet AM) has announced the launch of Pictet-EUR Income Opportunities. The fund is primarily for European investors seeking reliable income with limited duration risk. A one-stop-fixed income solution, Pictet-EUR Income Opportunities invests across EUR denominated Investment Grade and High Yield Credit, as…
EFI
16 April 2024
Investing

Deanchoring

By Alexandre Tavazzi, Head of CIO Office and Macro Research, Pictet Wealth Management. With the Fed on course to cut rates, a resilient US economy and improving corporate earnings, we have just gone through the best Q1 in five years for risk assets. But have…
EFI
11 April 2024
Investing

Weekly View: A story of two halves

Payroll eclipse César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Last week was an unsettled one for markets rattled by geopolitics and doubts about the timing and extent of Fed rate cuts. The S&P 500 returned -0.9% on the week…
EFI
09 April 2024
Investing

No change of plan for the ECB

Comments by Franck Dixmier, Global CIO Fixed Income at Allianz Global Investors. The ECB is likely to maintain the status quo at its monetary policy meeting on 11 April. But it should give some indication of a first rate cut, which we estimate to be…
EFI
08 April 2024
Investing

Weekly View: Inflation: we’re not there yet

Points to ponder for the Fed César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW In a shortened week, US equity markets continued to grind forward, with the S&P 500 managing a return of over 10% (in USD) in Q1 as…
EFI
03 April 2024
News

TITAN releases its Integrated Annual Report 2023

A year of record profitability and accelerated progress towards achieving its Green Growth Strategy 2026 TITAN has released its Integrated Annual Report 2023 (IAR), which outlines the Group’s financial, as well as environmental, social, and governance (ESG) performance. 2023 was a year of record-breaking performance,…
EFI
01 April 2024