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EFI
By In Investing

Weekly View: Election week

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EFI
By In Investing

MAKE AMERICA TRUMP AGAIN

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EFI
By In Investing

An economy in transition

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person standing near the stairsInvesting

Capitalising on Human Capital

Investors can identify emerging market opportunities by focusing on countries' prospects for human capital growth. Robert Simpson, Head of Emerging Markets Investment Strategy & Solutions (Fixed Income & Sabrina Jacobs, Senior Client Portfolio Manager, Pictet Asset Management. Investors spend vast efforts focusing on capital –…
LFI
02 February 2024
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Weekly View: No rush

Enchanted economy César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review It was another good week for US equities as data was released showing the continued strength of the US economy, while the drop in core inflation announced on Friday providing a further…
LFI
31 January 2024
a very tall building with lots of windowsNews

Flash Note – FOMC preview (January 31)

A more balanced reaction function ​ ​    Xiao Cui, Senior Economist Pictet Wealth Management. We expect the FOMC to keep rates on hold at 5.25-5.50%, and keep quantitative tightening (QT) and other administered interest rates unchanged at its January meeting. There will be no new economic projections or…
LFI
29 January 2024
human hand holding plasma ballNews

Fund Insight : ODDO BHF ARTIFICIAL INTELLIGENCE

STORY OF THE MONTH BRICE PRUNAS, Portfoliomanager, Aktien, globale Themenfonds And MAXENCE RADJABI, CFA Global thematic Equity Portfolio manager ODDO BHF Asset Management SAS In this first Fund Insight of 2024, we aim to show how AI could provide an answer to the problem of…
LFI
26 January 2024
white concrete building near palm tree under blue sky during daytimeInvesting

Macroeconomic view

Three questions about rate cuts: why, when, by how much ? Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: With the risk of inflation having largely receded, the rise in policy interest rates is now over. In 2024, central banks will pivot towards…
LFI
26 January 2024
News

The 5 lessons investors should learn from 2023

Betting against the US economy was a mistake, while hopes for China's revival proved overly optimistic. Chief strategist Luca Paolini runs the rule over a tumultuous year Luca Paolini, Chief Strategist Pictet Asset Management. 1. Growth is more important than rates for equities The idea that…
LFI
24 January 2024
Personal Finance

Weekly View: Markets wait for earnings guidance

Not yet César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review Data showing the US economy still had some vim, plus improving consumer confidence, pushed the S&P 500 past its January 2022 record, with the index rising 1.2% on the week…
LFI
24 January 2024