Skip to main content
All Posts By

KFI

Investing

Artificial Intelligence: Hype or Megatrend?

Prof. Dr. Jan Viebig Global Co-CIO ODDO BHF AM. "Our focus is on companies expected to directly benefit from AI‘s increasing ubiquity, either because they possess extensive data, efficient AI algorithms, or because they produce the hardware for optimising neural networks." The launch of ChatGPT,…
KFI
19 July 2023
Investing

Tipping point?

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Seeking guidance Last week saw a softer-than-expected US consumer price index reading that gave stocks and bonds a boost on hopes the Federal Reserve will soon end its interest rate hikes. The dollar slumped. Headline CPI…
KFI
18 July 2023
Investing

Dollar sinks as inflation drop brings hisking cycle to a close

Enrique Diaz Alvarez, Chief Financial Risk Officer, Ebury. The significant positive surprise in US June inflation numbers set financial markets roaring higher on expectations that the Federal Reserve is very close to the end of hikes. US rates dropped sharply, jokes beyond July were priced…
KFI
17 July 2023
Investing

Direct lending in times of uncertainty

It might seem a harsh economic environment for lenders. But not for those providing direct loans - less competition from the banking sector, the ability to select from companies with strong balance sheets and high yields make this an ideal entry point. Andreas Klein, Head…
KFI
14 July 2023
Investing

MORE AND MORE SECTORS ARE USING FLAVOURSAND SMELLS

Flavours, fragrances, ingredients, extracts and odours.... of chemical or natural origin, which are widely used in the food and beauty sectors, represent a global market worth around €40 billion and are likely to grow at an average rate of 4% a year over the next…
KFI
14 July 2023
Investing

High-yield bonds: resilient for how long?

Tight spreads mean we continue to prefer investment-grade equivalents. Lauréline Renaud-Chatelain, Fixed-income strategist, Pictet Wealth Management. US and euro high-yield (HY) corporate bonds have been extremely resilient in the face of this year’s rise in interest rates. Both thanks to lower effective duration and much…
KFI
13 July 2023
Investing

WHAT CAN WE EXPECT IN H2?

Since the beginning of the year, we have seen an increasing divergence between the optimism of the equity markets and the warnings coming from the fixed income segment. Equity markets are rising, corporate earnings have been very resilient, and, at the same time, yield curves…
KFI
13 July 2023
Investing

Quantifying investors’ impact on nature

Businesses and investors are stepping up efforts to measure how corporate activity affects the health of the biosphere, and in turn, ​ how biodiversity loss impacts their own financial prospects. Gabriel Micheli, Senior Investment Manager & Viktoras Kulionis, Investment Manager and Senior Environmental Economist Pictet…
KFI
12 July 2023
Investing

China’s Generative AI model

Long a pioneer, alongside the USA, in artificial intelligence (AI), China seems to have fallen behind in the second instance, that of Generative AI. ODDO BHF AM would like to devote this Fund Insight to the strengths and weaknesses of China's Generative AI model; distinguishing…
KFI
12 July 2023
Investing

(Slightly) higher for longer

We expect central banks to terminate their rate-hiking campaigns in the coming months, but they may continue to sound hawkish. Frederik Ducrozet, Head of Macroeconomic Research Pictet Wealth Management. In order to push back against a resurgence of rate cuts expectations, central bankers may have…
KFI
12 July 2023