China’s economy and equity markets haven’t had an easy ride. But we believe there are still plenty of attractive investment opportunities – if you know where to look. James Kenney, Senior Investment Manager, Pictet Asset Management. Investors in Chinese equities have had a tough couple…

Nicolas Jacob - Oddo BHF Asset Managment The final communiqué of COP 28 in December 2023 marks a historic turning point in the fight against global warming. By stressing the need to "'transition away from fossil fuels in energy systems" in the coming decades, oil,…

Shaniel Ramjee, Senior Investment Manager, Pictet Asset Management. Investors are clinging to cash now that it offers a level of income not seen for more than a decade. But in doing so, they're missing out on much better opportunities. On the eve of the pandemic,…

Super Tuesday ahead César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW The large-cap S&P 500 rose 1% last week (in USD), meaning that the index put in a positive performance in 16 out of the past 18 weeks, something not…

You will find below a commentary by Frederik Ducrozet, Head of Macroeconomic Research at Pictet Wealth Management, ahead of the ECB meeting next Thursday (7 March). The timing of the first ECB rate cut is important (we stick to June), but eventually the debate will…

Story of the month by ODDO BHF Asset Management. Widely used in many sectors owing to their exceptional properties, perfluorinated substances, known as "eternal pollutants", have been the subject of a wave of regulation in recent years, with the ultimate aim of banning them in…