Investing

Far from the post-U.S. election consensus, since the beginning of the year, Europe appears to be taking its revenge on Wall Street. Anthony Bailly, Head of European Equity & Vincent Iméneuraët, European Equities Portfolio Manager Rothschild & Co Asset Management. The strong outperformance of the…

Clément Inbona, Fund Manager, La Financière de l’Échiquier. Forget the Magnificent Seven, that exclusive club of US mega-stocks linked, in particular, to the tech and AI sectors. The new stock market darlings are “Le(s) S.T.A.R.S” – Leonardo, Saab, Thales, Airbus, Rheinmetall and Safran. These six…

Emerging market economies are proving to be far more resilient than in the past thanks to healthier fundamentals than most investors realise. By Lola Saugy, Quantitative Economist, (Lead on Latin America) Pictet Asset Management. Emerging market economies should be able to withstand the challenges that…

Co-investment is a fast growing area of private equity – and one in which we have over three decades of experience. Find out more about our approach. By David Maréchal Deputy Head of PE & Co-Head of Europe Pictet Asset Management. With lower costs than…

The speed of the change in the markets' mood is impressive, from blissful optimism in the wake of Donald Trump's election to profound pessimism at the beginning of March. Penalised by the fall of the Magnificent Seven, exactly 25 years after the dotcom bubble began…

Germany steps up César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. German Chancellor-in-waiting Friedrich Merz and his probable coalition partners agreed a jumbo fiscal package for Europe’s largest economy last week. The landmark plan includes a new special fund for infrastructure investment worth EUR…

From green to gold cards César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. A drop in US consumer confidence and a rise in jobless claims weighed on US equities and Treasury yields in a jittery week that ended with some very frayed nerves in…

But still no catch-up!  Despite a positive performance of 8.3% in the first two months of the year, the MSCI Europe Smid Cap Index (small and mid caps) was unable to narrow the underperformance gap with the MSCI Europe Large Cap Index (large caps) (+11.4%).…

Onward received grants from the Michael J. Fox Foundation ($ 1m) and the US Department of Defense ($ 1.5m) to study its ARC-IM system in Parkinson’s disease. With these grants, the company aims to set up clinical feasibility studies to assess both mobility and blood…

Owner-managers allocate their company’s capital like it’s their own – because it is. Jamie Harvey, Senior Investment Manager & Cyril Benier Senior Investment Manager ​ Pictet Asset Management. From building a new manufacturing facility overseas to acquiring a rival, strategic investment decisions taken today can impact…