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EFI

Investing

Next stop, the Fed

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Hawkish Fed pause expected After the European Central Bank raised the deposit rate to an all-time high of 4% last Thursday, this will be a busy week for monetary policy. To summarise, our expectation is for…
EFI
19 September 2023
Investing

ONWARD® reports 2023 Half Year Results and Business Update

US commercialization of ARC-EX™ expected 2H 2024 with USD 30,000 anticipated price Clinical study initiated pairing ARC Therapy™ with a brain-computer interface to restore use of legs and upper extremities ONWARD Medical N.V. (Euronext: ONWD), the medical technology company creating innovative therapies to restore movement,…
EFI
19 September 2023
Investing

The start of a new era…

In the previous Fund Insights of ODDO BHF AM, they have mentioned on numerous occasions the growing and major importance of Artificial Intelligence in Life Sciences as a whole. In the past, for example, they have elaborated the contribution of AI to the development of…
EFI
15 September 2023
Investing

Dollar rises again as US economy continues to outperform

Enrique Diaz Alvarez, Chief Financial Risk Officer, Ebury. The US economy continues to defy the global downturn, and the dollar is reaping the benefits. Dismal July data from German factories and more jitters about the Chinese downturn slammed equities worldwide, but US Treasury yields marched higher anyway. Not surprisingly,…
EFI
11 September 2023
News

US macro update

Remarkable resilience so far but headwinds ahead Xiao Cui, Senior Economist Pictet Wealth Management. The US economy has proven remarkably resilient to rate hikes, and the third quarter is on track to post strong growth. Interest rate sensitivity seems to be rather low and lags…
EFI
11 September 2023
News

One More Time (but we’re not gonna celebrate)

By Frederik Ducrozet, Head of Macroeconomic Research, Pictet Wealth Management, ahead of the ECB meeting next Thursday (14 September). The outcome of the 14 September meeting of the ECB’s Governing Council (GC) looks very uncertain, more than any ECB meeting in recent history. The last…
EFI
11 September 2023
Personal Finance

Japan merits a closer look

According to Luca Paolini, Chief Strategist at Pictet Asset Management: “Japanese stocks are a bright spot in an otherwise uninspiring global equity market”. Investors are rediscovering Japan. Inflows into the country’s equity market from non-domestic investors are the strongest they’ve been in a decade. We raise Japanese equities…
EFI
08 September 2023
a large building with columns and a flag on the cornerBondsInvesting

J. Safra Sarasin: Preference for high-quality bonds 

J. Safra Sarasin: Preference for high-quality bonds Due to high core inflation, the Federal Reserve and major central banks continue to raise interest rates. A US recession is expected to occur in the fourth quarter of this year or the first quarter of 2024, leading…
EFI
08 September 2023