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EFI

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
Investing

The Bank of Japan’s quiet revolution ​   ​ ​ 

Immediate market impact of policy changes should be muted. By Dong Chen, Chief Asia Strategist and Head of Asia Research at Pictet Wealth Management. On 19 March, the Bank of Japan abandoned its negative interest-rate policy, announcing a rise in its benchmark overnight rate from…
EFI
28 March 2024
Investing

Weekly View: Not ruling anything in or out

The Fed wants to cut César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management.THE WEEK IN REVIEWThe generally dovish tone of central bank comments last week—with rate cuts still on the cards in June in the US, the euro area and the UK—meant that equity…
EFI
26 March 2024
Investing

How to profit from US-China tensions?

Invest via an ETF in Mexico and Vietnam By Matthias Baccino, Trade Republic. On Wall Street today, the ABC acronym is doing the rounds: Anywhere But China. That US investors are ignoring Chinese stocks should come as no surprise as the two superpowers have been…
EFI
20 March 2024
Investing

Weekly View: It’s all about the dots

RIP NIRP César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Last week was a poor one for US equities as inflation data caused market participants to scale back their expectations for rate cuts. Economically sensitive US small caps were especially…
EFI
19 March 2024