Investing

Are we there yet ? THE WEEK IN REVIEW US equity markets notched up positive performances last week, brushing off December headline inflation that was a touch stronger than expected. The S&P 500 rose 1.9% i (in USD) on the week, while the Nasdaq Composite…

Dividend payouts in Europe projected to increase by 6.5% to EUR 433 billion in 2024, dividend yield for Europe also on the rise. Allianz Global Investors Dividend Study 2024 highlights the significant contribution of dividends to the overall performance of European equities. Dividends' stabilising effect…

Equities and bonds have rallied sharply as a growing number of investors see aggressive monetary easing in 2024. We also believe rates will fall, but not as steeply as markets envisage. Pictet Group. Asset allocation: wary of Goldilocks reflation trade 2023 began with prospects for…

Spreads to remain range bound. Nadia Gharbi, Senior economist, Lauréline Renaud-Chatelain, Fixed-income strategist, Milène Dumont, Strategist Pictet Wealth Management. Growth in euro zone periphery countries has been relatively resilient this year thanks to strong construction activity in Italy and a pickup in tourism, especially in…

The “60/40” strategy is back Laurent Denize, Global Co-CIO, ODDO BHF AM. " Regardless of the region or the economic cycle, the aim is to identify sectors and, within those sectors, companies capable of creating long-term value" . A new era The 2022/2023 period has…

Natural resources are becoming increasingly scarce, and investing properly and sustainably in the green transition requires us to map that value chain to see where the risks and opportunities lie for ESG investors. How we harness the green transition As the vulnerability of our natural…

A useful source of portfolio diversification  Lauréline Renaud-Chatelain, Fixed Income strategist Pictet Wealth Management. Local-currency emerging-market (EM) sovereign bonds have posted strong returns in 2023, outperforming their developed-market (DM) peers. Hard-currency EM corporate bonds have also risen in value over the year, performing in line…

Bruno Cavalier, Chief Economist ODDO BHF. KEY HIGHLIGHTS: United States aside, the economic outlook everywhere else has been revised downward The rise in interest rates puts pressure on government budgets World trade is fragmented against a backdrop of numerous geopolitical tensions A possible re-election of…