Find below a comment by César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. This year’s edition of Horizon presents Pictet Wealth Management’s vision of strategic asset allocation issues and provides 10-year forecasts and analysis for over 50 asset classes across bonds, equities, alternatives and cash in…

Story of the month Indian stocks have taken a significant hit, falling 8.5% as June 4th election result was not as decisive as early exit polls had predicted. What is actually at stake in India right now? MACRO UPDATE The world’s most populous nation since…

‘SMID’ is beautiful… despite France Laurent Denize, Global Co-CIO, ODDO BHF AM. "It is time to re-invest in the Small and Mid-Caps segment with a preference for Mid over Small. EPS growth momentum is better for pretty similar valuation discounts. " Europe faces significant structural…

Macron’s gamble César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review US equity indexes rose last week, with the S&P 500 up 1.6% and the Nasdaq up 3.3% (both indexes in USD). Some prominent tech-related names were at the forefront of gains, while…

Take advantage of the turmoil in the bond markets to build a position. Since the results of the European elections in France showed a massive victory for the far-right, and the subsequent announcement by President Emmanuel Macron of the dissolution of the French National Assembly,…