Investing

Didier Bouvignies, General Partner, CIO, Rothschild & Co Asset Management. Over the summer, the major global equity markets in the United States, Europe, and China rose steadily. France was the only real exception, once again penalised by its political situation. In the United States, the…

Fed: time to cut César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Stocks rose last week as markets looked ahead to a widely expected interest rate cut by the Federal Reserve this week. US core consumer price inflation surprised on the upside, but producer prices…

Confidence crunch César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Last week ended with Japanese Prime Minister Shigeru Ishiba saying he would resign, a fate widely expected to befall French Prime Minister François Bayrou who faces a confidence vote on Monday that he is likely…

Pictet Asset Management's systematic strategies Quest AI and Quest Sustainable offer investors differing and complementary attributes. David Wright, Head of Quantitative Investments Pictet Asset Management. Systematic approaches to investing can both mirror and improve upon traditional passive and active management strategies. Take Pictet Asset Management’s…

How the luxury sector is winning new customers by embracing inclusivity, experiences and the digital world. Gillian Diesen, Client Portfolio Manager Pictet Asset Management. Smooth étoupe calfskin leather, a flap top and an iconic turn-lock closure. The Hermès Birkin has become one of the most luxurious designer…

Tariffs hiccup César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. A US appeals court found last week that most of President Trump's tariffs are an overreach of his use of emergency powers, but agreed to leave them in place until mid-October while the White…

The Fed put is back on César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Bonds and equities both rallied last week as Federal Reserve Chair Jerome Powell opened the door to interest rate cuts in September and beyond. In a closely…

Non-listed companies within reach: private equity opens up to private investors Long the preserve of institutional investors, private equity is gradually opening up to a wider public, attracted by its solid performance and promise of diversification. With return targets 3% to 5%1 higher than equity…

The calm before headwinds? Recent developments – such as the ‘controversial’ latest US unemployment figure, geopolitical tensions and structural changes in US monetary policy – point towards a potentially volatile second half or year-end in the markets. Uncertainty over the trajectory of the US economy…

Trump, Putin finally meet César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review News that the US and Russian Presidents plan to meet in Alaska on Friday raised hopes of progress towards an end to the war in Ukraine and came…