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KFI

Investing

Invest in artificial intelligence via an ETF

Today, investors can no longer ignore artificial intelligence (AI) and ChatGPT's sudden breakthrough is no stranger to this. AI is on the priority list of a lot of companies from all possible sectors and many hope to make solid productivity gains with it over time.…
KFI
14 June 2023
Investing

ECB preview: how much more ground to cover?

Frederik Ducrozet, Head of Macroeconomic Research, chez Pictet Wealth Management. The ECB is all but certain to hike its policy rates by 25bp at this week’s meeting of the Governing Council (GC), bringing the deposit rate to 3.50%, while signaling that it might have “more…
KFI
14 June 2023
Investing

Fed preview: to skip, or not to skip? Skip.

Frederik Ducrozet, Head of Macroeconomic Research, chez Pictet Wealth Management. After raising rates by 500bps at each of the past ten FOMC meetings, we expect the Fed to “skip” and keep rates unchanged this week, while retaining a hawkish bias. The risk is for a…
KFI
14 June 2023
Investing

Towards a “hawkish” pause

Comments by Franck Dixmier, Global CIO Fixed Income, AllianzGI. The Fed is likely to hold rates at its June meeting, while leaving the door open to further tightening in the coming months ahead. We expect the US Federal Reserve to announce a pause in rate…
KFI
14 June 2023
Investing

The ECB sticks to its current path

Comments by Franck Dixmier, Global CIO Fixed Income, AllianzGI. After a significant round of rate hikes over the past year, the ECB is fine-tuning its monetary policy, but we still expect further rises in the months to come. The ECB is expected to announce a…
KFI
13 June 2023
Investing

Fed in focus

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Should they pause or should they hike? A big central banking week looms with meetings at the US Federal Reserve and the European Central Bank (ECB), and their respective policy decisions on Wednesday and Thursday. The…
KFI
13 June 2023
Investing

Reimagining wood: bringing timber to the masses

In collaboration with Pictet Asset Management. Next-generation technology and improving regulations are paving the way for high-rise buildings made of wood, or "plyscrapers" Skyscrapers made of wood? That now looks a realistic possibility across the world’s cities. An increasing number of urban planners are swapping…
KFI
12 June 2023
Investing

UK macro and bonds update

Higher UK rates for longer to tackle inflation Lauréline Renaud-Chatelain, Fixed-income strategist & Frederik Ducrozet, Head of Macroeconomic Research Pictet Wealth Management. Inflation in the UK has been higher and more persistent than the Bank of England (BoE) expected. Following the large upside surprise in…
KFI
09 June 2023