Investing

And the winner is…Kevin Warsh César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. US President Trump nominated Kevin Warsh as the next chairman of the Federal Reserve. Warsh has proposed a new Fed-Treasury accord aimed at redefining their relationship, and called for a reduction in…

Tailor your asset allocation to the new geopolitical data, diversify your portfolio consistently with a continued weighting in US technology stocks, but also in South-East Asia, and focus on Europe (financial stocks, defence, small caps, etc.).  "More Bull than Bubble”... "In equities, we continue to…

Davos relief César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. US President Donald Trump agreed to the “framework of a future deal” over Greenland at the Davos forum and backed down from a threat to impose fresh tariffs on European countries over the Danish territory.…

Laurent Denize, Global Co-CIO, ODDO BHF Asset Management. "2026 begins much as 2025 ended: the tech boom continues, but risk factors remain present. To capture the value creation generated by technology companies, the two areas that remain key are the United States and South-East Asia,…

Anthony Bailly, Head of European Equity, Rothschild & Co Asset Management. What is your central scenario for 2026? Our outlook is more positive than the consensus among economists regarding Eurozone growth for 2026, which is expected to remain stable at just over 1% . Indeed,…

A spirit of dialogue at Davos César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Last week saw geopolitical tensions rise as US President Donald Trump threatened to apply fresh tariffs of 10% on eight European countries until they agree to support his ambition to…

After more than 18 years within the private banking division of the BNP Paribas Group, Nicolas L’Hermite has reached a decisive milestone by joining wealth management specialist Norman K., which is establishing a presence in Luxembourg. As CEO and Equity Partner of Norman K. Luxembourg,…

Norman K., a success story in "neo-wealth management", is settling in Luxembourg, with the ambition of developing this profession in the city.  Norman K. is the story of four financial enthusiasts (Olivier Liot, Brice Monvoisin, Mathieu Mercati and Jean-Philippe Petit), experts in different fields but…

Emmanuel Petit, General Partner, Head of Fixed Income, Rothschild & Co Asset Management. What should we take away from 2025 in bond markets? The standout feature of 2025 was the continued steepening of yield curves, which is beginning to open interesting prospects for sovereign debt.…

Earnings to the fore César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review US jobs growth slowed more than expected in December, but the unemployment rate dipped to 4.4%, consistent with a ‘low hire, low fire’ labour market. The jobs report…