Investing

Christophe Pouchoy, Fund Manager for Echiquier Artificial Intelligence, La Financière de l’Echiquier. There has been significant profit-taking in tech stocks since mid-July 2024, mainly due to the sector’s strong outperformance over the past 18 months, driven by artificial intelligence (AI). This profit-taking makes sense and…

Responsible investment is gaining ground with institutional investors, according to AllianzGI. For many of them, it's no longer just a question of choosing financial investments on the basis of their profitability, but also taking account of their social and environmental impact. In a world where…

L‘histoire du mois À la recherche d’une croissance des bénéfices malgré les inquiétudes économiques – quelles sont les entreprises qui exploitent aujourd’hui leurs forces? Après l'effondrement des marchés en août, les marchés financiers ont rapidement retrouvé leur calme. Néanmoins, l'incertitude reste considérable. La croissance reste…

Rates recalibration César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The Fed’s decision to “go big” and lower the Fed funds rate by 50 bps provided a fillip to equity markets last week. The large rate cut, on top of upbeat US economic data…

Pictet Alternative Advisors (PAA) has announced the final close of the second vintage of its technology-focused thematic private equity fund at more than USD 200 million. Managed by Stanislas Chanavat, Chuang Zhu, Nicolas Schwyn and Jacqueline Xu, the Technology strategy targets high-conviction investment opportunities in…

Powell describes a 50bp rate cut as recalibration, but he shows a pre-emptive reaction function Below you will find a new comment from Xiao Cui, Senior Economist, at Pictet Wealth Management, in reaction to last night’s Fed meeting: Contrary to what we expected, the Fed…

Prof. Dr Jan Viebig, Chief Investment Officer of ODDO BHF SE, comments on the Federal Reserve's interest rate decision: ‘On Wednesday evening, the US Federal Reserve lowered the target range for the federal funds rate by half a percentage point to 4.75 to 5.00 per…

A responsible investor for nearly 35 years and a pioneer of listed impact investing in France since 2017, La Financière de l’Échiquier (LFDE) is publishing three impact reports, audited by Better Way,1 as well as the third report on its corporate Climate & Biodiversity strategy.…

Laurent Denize, Global Co-CIO ODDO BHF Asset Management. "We remain constructive on equities, with a particular focus on secular growth themes such as AI and the ecological transition. At the same time, we are adapting our portfolios to account for the new interest rate cycle."…

Que sera, sera César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Last week, the US equity market was overshadowed by speculation about the size of the upcoming Fed rate cut. While the consumer inflation report for August seemed to cement…