News

Allianz Global Investors (AllianzGI), one of the world’s leading active investment managers, has announced today that it intends to cast its proxy vote against item 6, Climate Transition Action Plan and 2023 Progress report at the upcoming annual general meeting of the shareholders of Woodside…

Story of the month BAD HABIT IN FINANCE DEPARTMENT The reporting season for the last quarter has once again brought to light a bad habit of many companies' finance departments: the art of creative accounting. In our view, this bad habit has increased on the…

Story of the month We are often confronted with a legitimate question: "Is artificial intelligence showing the characteristics of a stock market bubble? This month, we take a look at Nvidia's remarkable stock market performance over the past year and analyse the fundamental and practical…

Attacks in the Red Sea: a new threat to supply chains. Europe's sovereignty in question. Antoine Chacun, Managing director– ODDO BHF Metals. “The direct economic and strategic stakes involved in closing the Red Sea are low for the United States. ​ For Europe, on the…

Story of the month Global investment in the energy transition reached a record $1,769 billion in 2023, up 17% year-on-year. Electric vehicles and charging infrastructure were the main sources of investment, with $634 billion invested, overtaking renewable energies for the first time. China remained the…

What risks for the global economy ? Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: The global economy has proven surprisingly resilient to shocks over the past two years. Disinflation and lower rates should extend ​ the soft- landing path. A deviation from…

With interest rates set to tumble, top-quality bonds of longer duration make sense By Pictet Wealth Management CIO Office and Macro Research. In today’s market environment, we see merit in being ready to move away from cash and into quality fixed-income investments to capture the…

Story of the month As listed companies begin to publish their financial results for 2023, we want to take the pulse of the adoption of generative AI, as it appears in these announcements. To do this, we use three metrics: 1) revenues from the public…

S&P5000 César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Two remarkable things happened last week: Taylor Swift touched down after a whirlwind trip from Tokyo just in time to see her boyfriend’s team win the Super Bowl and, with a…

Below you will find a new commentary by Xiao Cui, Senior Economist Pictet Wealth Management, on the US elections and how they will affect monetary policy. As the November election approaches, two common perceptions we hear often from investors are 1) The Fed will try to frontload rate…