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Panorama hebdomadaire : Toujours en bonne voie

Décision retardée, mais pas remise en cause César Pérez Ruiz, CIO et responsable des investissements, Pictet Wealth Management. REVUE HEBDOMADAIRE En fin de semaine dernière, le ralentissement de la hausse des salaires et un rapport soulignant la nette accalmie du marché de l’emploi non agricole…
PFI
07 May 2024
News

Weekly View: Still on track

Delayed but not derailed César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US stocks got a late-week boost in the form of significant cooling in the nonfarm payrolls report for April as well as a slowdown in wage growth. Reassurances…
PFI
07 May 2024
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Weekly View: Still standing

M&A pick up César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Financial markets were rattled last week by inflation data that seemed to bury any hope of a near-term rate cut in the US. But Q1 results, especially from major…
LFI
30 April 2024
white concrete buildingInvesting

Flash Note – May FOMC preview – it will take longer

Below you will find a new commentary by Xiao Cui, Senior Economist Pictet Wealth Management, on the FED. We expect a hawkish hold at the FOMC this week. Chair Powell is likely to note it would take longer than expected to achieve confidence needed to cut rates and…
LFI
29 April 2024
Investing

Fund Insight: ODDO BHF POLARIS FUNDS RANGE

Story of the month INVESTMENT OPPORTUNITIES BEYOND AI For a long time, the equity market environment was characterized by uncertainty and concerns about the future economic development. However, the danger of an imminent recession seemed to have been averted recently. Now that the equity markets…
EFI
26 April 2024