Pictet Asset Management Strategy Unit Asset allocation: equities still looking good The US economy’s resilience and US inflation’s resistance to swiftly return to the US Federal Reserve’s target means we remain overweight equities and neutral bonds.  We retain our view that economic growth will slow…

You will find below a commentary by Frederik Ducrozet, Head of Macroeconomic Research at Pictet Wealth Management, following today's ECB meeting. As expected, the Governing Council (GC) remained on hold today. However, discussions on the “unwinding of the restrictive stance” have begun and President Lagarde’s…

Sophie MONNIER, CFA, is a Product Specialist for Asset Allocation & Fixed Income at ODDO BHF AM, a financial group specialising in asset management. She discusses the opportunities arising from stabilising interest rates and future prospects. The upcoming interest rate cuts are eagerly awaited. What…

In 2018, for the very first time, humanity had more persons older than 65 worldwide than children younger than five . The demographic reversal has real-world consequences for our societies but has also been a boon to the development of an economy dedicated to seniors:…

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,…