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Space offers significant potential for investment returns

Advances in technology have significantly reduced the cost of accessing space and increased the efficiency and capabilities of space systems. AI has become a driving force of space exploration in recent years. There is also significant potential for opportunity in this area for investors, argues…
LFI
13 September 2023
10 banknote on gray surfaceInvesting

No let up for the ECB

Comments by Franck Dixmier, Global CIO Fixed Income at AllianzGI. The European Central Bank may have switched off autopilot, but inflation remains high, so we still expect another interest rate rise at its September meeting. Markets seem unprepared – a rate increase could lead to…
LFI
13 September 2023
low angle photo of high-rise buildingNews

 Fading strength

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Detroit on strike? After a difficult time for risk assets last week, markets will be looking for direction in the coming days from US inflation data and the European Central Bank’s policy meeting. They will also…
LFI
13 September 2023
Investing

Dollar rises again as US economy continues to outperform

Enrique Diaz Alvarez, Chief Financial Risk Officer, Ebury. The US economy continues to defy the global downturn, and the dollar is reaping the benefits. Dismal July data from German factories and more jitters about the Chinese downturn slammed equities worldwide, but US Treasury yields marched higher anyway. Not surprisingly,…
EFI
11 September 2023
News

US macro update

Remarkable resilience so far but headwinds ahead Xiao Cui, Senior Economist Pictet Wealth Management. The US economy has proven remarkably resilient to rate hikes, and the third quarter is on track to post strong growth. Interest rate sensitivity seems to be rather low and lags…
EFI
11 September 2023
News

One More Time (but we’re not gonna celebrate)

By Frederik Ducrozet, Head of Macroeconomic Research, Pictet Wealth Management, ahead of the ECB meeting next Thursday (14 September). The outcome of the 14 September meeting of the ECB’s Governing Council (GC) looks very uncertain, more than any ECB meeting in recent history. The last…
EFI
11 September 2023