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Investing

Barometer: Stars align for European equities

May 2024 Economic conditions in Europe are improving while interest rates in the region could soon head lower. This augurs well for European stocks, which we upgrade to overweight. Asset allocation: Europe edges ahead April proved a cruel month for risky assets, but we believe…
LFI
13 May 2024
Investing

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 also…
LFI
13 May 2024
News

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
L’attribut alt de cette image est vide, son nom de fichier est image-5.jpeg.Investing

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