Skip to main content
search
EFI
By In Investing

September FOMC

Read Article
EFI
By In Investing

Comment on the Federal Reserve’s interest rate decision

Read Article
EFI
By In News

Tom Morin, new Sales Manager at ODDO BHF AM

Read Article
a pile of money sitting on top of a tableNews

Flash Note – Euro area macro update – HICP inflation

HICP inflation: an expected pick up in December  Nadia Gharbi, Senior Economist Pictet Wealth Management. Eurostat's flash estimate showed that euro area headline inflation rebounded to 2.9% y-o-y in December from 2.4% the previous month, in line with expectations. Core inflation eased to 3.4% in December from…
LFI
08 January 2024
shallow focus photo of blue buildingInvesting

Italian and Spanish sovereign bonds : 2024 outlook

Spreads to remain range bound. Nadia Gharbi, Senior economist, Lauréline Renaud-Chatelain, Fixed-income strategist, Milène Dumont, Strategist Pictet Wealth Management. Growth in euro zone periphery countries has been relatively resilient this year thanks to strong construction activity in Italy and a pickup in tourism, especially in…
LFI
26 December 2023
shallow focus photography of pencil on bookNews

Pictet Wealth Management Flash Note – Outlook 2024 on DM equities

Christmas after Christmas Jacques Henry, Head of Equities at Pictet Wealth Management. Our forecast is for low- to mid-single digit growth in developed-market stocks’ revenues in 2024 as nominal GDP growth is expected to remain positive. Margins are expected to remain fairly resilient as long…
LFI
26 December 2023
text, letterNews

The Fed pivots, its peers hold back

After ratcheting up interest rates over the last two years, the US Federal Reserve used its 13 December meeting to open the door to rate cuts next year – a move its peers will ultimately follow, but not just yet. Nadia Gharbi, Senior economist, Xiao…
LFI
26 December 2023
100 us dollar billNews

Emerging-market currencies : 2024 outlook

Our view that the global recovery will gradually recover in the second half of 2024 and the chance that the US dollar weakens make us cautiously optimistic on select EM currencies. Luc Luyet, Currencies strategist, Pictet Wealth Management. The external backdrop, such as trends in…
LFI
26 December 2023
a close up of a clock with numbers on itNews

Equity volatility: 2024 outlook

Volatility could rise to a medium-to-high range in the second half. Djâafar Aballeche, Senior Cross-Asset Specialist Pictet Wealth Management. Stock market volatility in 2023 has trended downwards, although with fluctuations throughout the year. The VIX index surged in the first quarter but declined rapidly thereafter.…
LFI
26 December 2023
a close up of a cell phone on a tableInvesting

Monthly investment brief

The “60/40” strategy is back Laurent Denize, Global Co-CIO, ODDO BHF AM. " Regardless of the region or the economic cycle, the aim is to identify sectors and, within those sectors, companies capable of creating long-term value" . A new era The 2022/2023 period has…
LFI
26 December 2023