Investing

Trade war César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. Last week was book-ended by disruption in AI and the spectre of a tariff war. Early in the week, US indexes were briefly hit by the emergence of a new AI model in China…

US equity markets did particularly well in 2024, outperforming other regions. In 2025, the first measures taken by the Trump administration will be decisive, as they are likely to have an impact on the rest of the world. Yoann Ignatiew, General Partner, Global Equities Portfolio…

Investing in commodities has been somewhat unpopular in recent years, despite their undeniable diversification qualities (correlation 0.30 with S&P 500). Gold, at an all-time high, could be the wake-up call for other precious and industrial metals. The need for technological sovereignty, independence, and the transition…

For the time-being, US stays a non-artificial paradise. It remains our favorite choice on Equities for putting money back to work and offset (at least partially) the yield erosion Laurent Denize , Global Co-CIO ODDO BHF Asset Management. Broad diversification is rightly regarded as the…

Musk Tok César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. While they remained on tenterhooks to discover the first concrete decisions Donald Trump takes after his presidential inauguration today, US stock markets rebounded last week. This was thanks to some relatively benign inflation and economic data…

Altaroc Partners SA, a Private Equity fund management company with a mission to provide access to a portfolio of international Private Equity funds, has just received its ELTIF 2.0 approval for the Odyssey 2024 fund. This certification validates its expansion strategy in Europe and now…

Hot jobs César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The good news on the jobs front proved bad news for stocks last week. The S&P 500 declined 1.9% (in USD) as the December nonfarm payrolls report dampened hopes for further Fed rate cuts. US Treasury…

Private infrastructure debt is set to become one of the most attractive asset classes of the moment. With long-term interest rates now at a high plateau after a period of famine, the yields offered by this asset class are at attractive levels for investors looking…

Hawkish Fed cut César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. A fading of post-election sentiment was evident in S&P 500’s -0.6%  performance last week (in USD). In addition, a 25 bps rate cut by the Fed this week is already baked in, while data…

Elsa Fernandez, Product specialist Rothschild & Co Asset Management. In a complex and evolving economic environment, R-co Valor Balanced stands out as a suitable solution for investors seeking a balance between performance and risk management, while delegating asset allocation decisions to experts who monitor the…