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Monthly investment brief

The end of the American Dream ? Laurent Denize, Global Co-CIO, ODDO BHF AM. " We see catch-up potential for Europe given 1/ the improved economic activity, 2/ the increasingly likely ECB rate cut in June, 3/ the undemanding equity valuations, and 4/ the record…
LFI
22 April 2024
Investing

Fund Insight: ODDO BHF AM Artificial Intelligence

This month, we would like to focus on 'Fintech' Klarna and their recent internal implementation of a customer service tool based on Artificial Intelligence (AI). This implementation has led them to predict a $40m improvement in their results within the first year. More broadly, we…
EFI
19 April 2024
Investing

Weekly View: Cuts postponed… again

Ironclad at work César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US markets were hit by inflation data that forced market participants to dial back on their expectations for Fed rate cuts as well as by fears of a flaring-…
EFI
16 April 2024
Investing

Pictet Asset Management launches Pictet-EUR Income Opportunities

Pictet Asset Management (Pictet AM) has announced the launch of Pictet-EUR Income Opportunities. The fund is primarily for European investors seeking reliable income with limited duration risk. A one-stop-fixed income solution, Pictet-EUR Income Opportunities invests across EUR denominated Investment Grade and High Yield Credit, as…
EFI
16 April 2024
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Israel-Iran: what next?

Greg Hirt, Global CIO Multi Asset, Allianz Global Investors. Iran’s direct action on Israel over the weekend has led to fears of further escalation. But in the absence of a full-blown crisis in the region – which is not our base case – we think…
LFI
15 April 2024
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Flash Note – Later and Fewer

Below you will find a new commentary by Xiao Cui, Senior Economist Pictet Wealth Management, on the FED. We now expect a delayed and a shallower Fed easing cycle Recent developments of elevated inflation, robust payrolls, and easing financial conditions strengthen the case for a policy hold.…
LFI
15 April 2024