FinInfo – Page 41

Investing

Pictet Wealth Management’s latest positioning across asset classes and investment themes.

Macroeconomy China’s difficulties have been weighing on sentiment elsewhere, with flash purchasing manager indexes for global manufacturing declining again in August. There has also been erosion in services indexes. And exports from leading trading nations declined for the third consecutive month in June. However, we…

EFI08 September 2023

Personal Finance

Japan merits a closer look

According to Luca Paolini, Chief Strategist at Pictet Asset Management: “Japanese stocks are a bright spot in an otherwise uninspiring global equity market”. Investors are rediscovering Japan. Inflows into the country’s equity market from non-domestic investors are the strongest they’ve been in a decade. We raise Japanese equities…

EFI08 September 2023

Investing Personal Finance

ODDO BHF Asset Management launch ODDO BHF Global Target Green 2028.

ODDO BHF Asset Management launches ODDO BHF Global Target Green 2028 ODDO BHF Asset Management launches ODDO BHF Global Target Green 2028, its first fixed-maturity Investment Grade1 bond fund investing into global Green, Social and Sustainability bonds. Paris, Frankfurt, Düsseldorf, Luxembourg, 7 September 2023 Invested…

EFI08 September 2023

a large building with columns and a flag on the corner

Bonds Investing

J. Safra Sarasin: Preference for high-quality bonds

J. Safra Sarasin: Preference for high-quality bonds Due to high core inflation, the Federal Reserve and major central banks continue to raise interest rates. A US recession is expected to occur in the fourth quarter of this year or the first quarter of 2024, leading…

EFI08 September 2023

News Real Estate

Mali Chivakul (J. Safra Sarasin): ‘China will start betting on lower housing supply’

Mali Chivakul (J. Safra Sarasin): 'China will start betting on lower housing supply' China's real estate sector is ailing. The recovery after the coronal shockdowns has failed to materialise and the housing market in particular is feeling the blows. But how important is this sector…

BBFI07 September 2023

Investing

End-of-Summer cooldown

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Goldilocks again? A batch of US economic reports last week cheered investors looking for signs of a “Goldilocks” scenario, where activity slows enough to keep further interest rate hikes at bay without pointing to recession. With…

EFI06 September 2023

News

AllianzGI strengthens fundamental multi-asset approach with Hartwig Kos

Allianz Global Investors (AllianzGI) has announced the expansion of its expertise in the multi-asset space with the addition of Hartwig Kos who will join AllianzGI from DWS at the beginning of September 2023. Hartwig Kos - Allianz Global Investors These changes will sharpen the purely…

EFI31 August 2023

Investing

Never surrender

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. It's all about the price Federal Reserve Chair Jay Powell struck a cautiously hawkish tone in his Jackson Hole speech on Friday, saying US inflation was too high for the Fed’s comfort but that it will…

EFI31 August 2023

Weekly View: Election week

MAKE AMERICA TRUMP AGAIN

An economy in transition

Pictet Wealth Management’s latest positioning across asset classes and investment themes.

Japan merits a closer look

ODDO BHF Asset Management launch ODDO BHF Global Target Green 2028.

J. Safra Sarasin: Preference for high-quality bonds

Mali Chivakul (J. Safra Sarasin): ‘China will start betting on lower housing supply’

End-of-Summer cooldown

AllianzGI strengthens fundamental multi-asset approach with Hartwig Kos

Never surrender