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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

“Private equity remains a must”

A workshop on private equity, organised by ODDO BHF AM in Paris, showed that private equity remains a fixture in a portfolio, but there are additional areas of focus. Managing Director Jérôme Marie, responsible for private equity at ODDO BHF AM, began his presentation by…
FJV
05 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
Real Estate

Fund Insight: ODDO BHF AM Active Small Cap

Story of the month ODDO BHF Asset Management As needs for energy-efficient sustainable buildings are rising, awareness about poor air quality is increasing, and building automation demand through IoT (Internet of things) and smart homes is growing, HVAC could be an interesting positioning for the…
LFI
27 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
person holding black and brown globe ball while standing on grass land golden hour photographyInvesting

Did the global easing cycle begin this week ?​ 

Most central banks confirmed their easing bias. By Frederik Ducrozet, Head of Macroeconomic Research at Pictet Wealth Management. Most developed central banks unambiguously confirmed their easing bias this week. The Swiss National Bank became the first to deliver a 25bp cut in this cycle. Against…
LFI
25 March 2024
News

Fund Insight: ODDO BHF POLARIS FUNDS RANGE

Story of the month BAD HABIT IN FINANCE DEPARTMENT The reporting season for the last quarter has once again brought to light a bad habit of many companies' finance departments: the art of creative accounting. In our view, this bad habit has increased on the…
LFI
22 March 2024