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Investing

Weekly View: Down but not out

The Final Countdown César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review The S&P 500 wavered last week, when it dropped 0.1% (in USD) as a result of profit-taking on major semiconductor stocks. But the small-cap Russell 2000 did better, rising 1.3% (in USD),…
LFI
03 July 2024
black computer keyboard on brown deskNews

Focus on China

Yanxiu Gu, Product specialist, Chinese equities ODDO BHF AM. " Leading players ​ ... recognized early the need for global expansion and have achieved impressive progress." In the 1990s and early 2000s, Japanese home appliance brands like Sony and Toshiba were synonymous with quality and innovation and…
LFI
03 July 2024
Investing

Secular Outlook 2024

Our analysis shows the dispersion of returns across domestic equity and bond markets will decline over the next five years. This suggests investors should consider investing across sectoral lines and allocate more of their capital to corporate bonds. Overview : What to expect from markets…
LFI
27 June 2024
News

Brand innovation: not tech, but design

In the fashion industry, innovation sells, but it is not the sort of innovation that most people might expect, highlightsn Gillian Diesen, Senior Client Portfolio Manager at Pictet Asset Management. Innovation is often understood as technical innovation, i.e., new materials and new applications of existing technologies, and…
LFI
26 June 2024
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ONWARD® Medical Announces Participation in Stifel European Healthcare Summit

CEO Dave Marver will meet with investors to discuss the Company’s achievements and upcoming milestones EINDHOVEN, the Netherlands — June 26, 2024 — ONWARD Medical N.V. (Euronext: ONWD), the medical technology company creating innovative spinal cord stimulation therapies to restore movement, function, and independence in…
LFI
26 June 2024
News

Premium brands : travel moves upmarket

According to Gillian Diesen, Senior Client Portfolio Manager at Pictet Asset Management, the travel landscape is shifting, with both leisure and business travel bouncing back strongly post-pandemic, with the emphasis on higher quality experiences. The real growth is in "bleisure," an intermediate, hybrid form of business…
LFI
25 June 2024
Investing

Horizon 2024 – Gearing up for change

Find below a comment by César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. This year’s edition of Horizon presents Pictet Wealth Management’s vision of strategic asset allocation issues and provides 10-year forecasts and analysis for over 50 asset classes across bonds, equities, alternatives and cash in…
LFI
24 June 2024