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The case for private debt in a widening funding gap

With banks curtailing lending, private debt can step in to support healthy companies. Andreas Klein, Head of Private Debt, Pictet Asset Management. Scarcity of capital and higher funding costs make today’s credit backdrop extremely difficult for borrowers. Poor management of balance sheets and thin capitalisation…
LFI
10 April 2024
Investing

Weekly View: A story of two halves

Payroll eclipse César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Last week was an unsettled one for markets rattled by geopolitics and doubts about the timing and extent of Fed rate cuts. The S&P 500 returned -0.9% on the week…
EFI
09 April 2024
a bar of chocolate next to a pile of nutsInvesting

The bitter taste of cocoa

By Alexis Bienvenu, Fund Manager, La Financière de l’Echiquier (LFDE) Cocoa has smashed its all-time records. At the beginning of April, the cocoa futures contract topped 10,000 dollars per tonne on the New York stock exchange after averaging 3,000 dollars over recent decades. A 260%…
LFI
09 April 2024
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