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Investing

Malaysia: back on the emerging market equities map

Reform and investment are bringing Malaysia out of the shadows, opening up new investment opportunities in emerging market equities. Tan Altundag, Investment Analyst Pictet Asset Management. Malaysia has long been ignored by emerging market investors. But our analysis – and insights gleaned from regular country…
EFI
28 February 2025
Investing

German relief

Rebalancing César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The CDU/CSU conservatives won Germany’s election in a relief for markets, but they now face tough coalition talks. Smaller parties have a blocking minority that may make it difficult to push through reforms, including revisions to…
EFI
27 February 2025
Investing

Germany before the election: hope dies last

Prof. Dr. Jan Viebig Global Co-CIO, ODDO BHF AM. "Hope dies last. A clear reform agenda could revitalise growth and lead to greater prosperity and employment." Is Germany once again the "sick man of Europe"?, economics columnist Martin Wolf in an article for the Financial…
EFI
26 February 2025
Investing

A 360° View on Monetary Policies

Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: For more than two years, monetary policy had been tightened almost everywhere in the world. Progress in disinflation from 2023 onward has enabled a reversal. Last year, policy rates were cut almost everywhere, except in…
EFI
20 February 2025
Investing

Devil in the detail

Peace talks César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The S&P 500 rose 1.5% last week, coming back to life once inflation and other data had been absorbed. Despite the drumbeat of Trump tariff threats, equity volatility, as measured by the Vix index,…
EFI
19 February 2025
Investing

DeepSeek: A Sputnik Moment?

Laurent Denize, Global Co-CIO, ODDO BHF AM. "For those watching the global AI race, DeepSeek’s development is a reminder that innovation doesn’t solely come from established giants. It can emerge from anywhere. No one can assume a permanent and consistent edge" On the morning of…
EFI
18 February 2025