Skip to main content
search
Category

Investing

Investing

Staying the course on equities

Pictet Asset Management Equity markets have further to run thanks to strong earnings, resilient economic growth and continued investment in AI. Asset allocation: remaining pro-risk The global equity rally may have stuttered in July, but we view this as a pause rather than a finale.…
EFI
07 August 2026
Investing

Situational (mis) awareness

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Situational Awareness, an artificial intelligence (AI)-focused hedge fund, sold the bulk of its public stock to rival Citadel after being hit by heavy losses as AI momentum in markets unwound. The forced sale…
EFI
06 August 2026
silver MacBook Pro on white tableInvesting

Grant Thornton Advisors to Acquire CBIZ for $5 Billion

Deal creates the fifth-largest professional services, tax and advisory provider in the U.S. Grant Thornton Advisors LLC, together with its affiliates ("Grant Thornton Advisors"), New Mountain Capital and CBIZ, Inc. (NYSE: CBZ) ("CBIZ") announced a definitive agreement under which Grant Thornton Advisors will acquire CBIZ…
EFI
31 July 2026
Investing

AI capex mistrust

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Yemen's Houthi militia widened the Middle East conflict by declaring a maritime blockade on Saudi Arabia and attacking tankers in the Red Sea. The escalation complicates President Donald Trump's effort to reopen the Strait of…
EFI
29 July 2026
Investing

Chip dip

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Semiconductor shares stumbled last week as investors reassessed the durability of the artificial intelligence (AI) boom. This marks the biggest correction in the momentum trade in five years. TSMC dropped more than 7% due…
EFI
23 July 2026
Investing

The renaissance of hybrid bonds

Uriel Saragusti, Head of Credit Division, LFDE. Driven by rapid internationalisation and robust issuance volumes, the corporate hybrid debt market is moving up to a new level. Its momentum continues unabated. Changes in rating agency criteria have encouraged the entry of new global issuers, positioning…
EFI
22 July 2026
InvestingMarket comments

Energy revolution: Don’t be lost in transition

Laurent Denize (Chief Investment Officer ODDO BHF Asset Management & Global Co-CIO ODDO BHF) Every conversation today seems to revolve around the disruptive impact of artificial intelligence. And rightly so. We are witnessing a profound technological revolution that has the potential to reshape not only…
MLI
20 July 2026
InvestingMarket comments

A new world (dis)order

This year, the relentless flow of financial news and geopolitical events can feel overwhelming. In the first quarter of 2026, geopolitical developments related to Venezuela, Greenland and Iran contributed to heightened market volatility. During the same period, artificial intelligence tools showed their potential to disrupt…
MLI
17 July 2026