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brown-and-white clocksPersonal Finance

Flash Note – ECB preview: one step at a time

Below you will find a new commentary by Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, ahead of this Thursday’s ECB meeting. Inflation surprised the consensus to the upside today, with the headline HICP figure accelerating more than expected to 2.6% y/y in…
LFI
05 June 2024
man in black jacket smokingPersonal Finance

Focus on Metals

Metallurgy, the main tool of the industrial transition Antoine Chacun, Managing director– ODDO BHF Metals. “Europe must conduct precisely the reverse policy to help decarbonize global metal industries. We must reduce our metallurgical deficits and encourage local competitive production by ensuring that local processing industries…
LFI
24 May 2024
Personal Finance

Weekly View: Still on track

Delayed but not derailed César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US stocks got a late-week boost in the form of significant cooling in the nonfarm payrolls report for April as well as a slowdown in wage growth. Reassurances…
PFI
07 May 2024
black car parked near gray wallPersonal Finance

Higher for longer than you think

Investors are overly optimistic about how soon and deeply central banks will be able to cut rates. The fight against inflation isn't won yet Andres Sanchez Balcazar, Head of Global Bonds Pictet Asset Management. US Federal Reserve Chairman Jerome Powell had only to mention that…
LFI
24 January 2024
gold and black rectangular casePersonal Finance

Market view

The benefits of gold in the investment portfolio Prof. Dr. Jan Viebig Global Co directeur des investissements, ODDO BHF AM. "We are convinced that gold has a firm place within a long-term investment strategy. In the short term, however, we remain cautious about its potential."…
LFI
22 November 2023
brown concrete building during daytimePersonal Finance

A new dawn for Indian stocks

Corporate India's promising fundamentals mean the country's equity market is poised to outpace that of its emerging market peers Prashant Kothari, Senior Investment Manager Pictet Asset Management. India is making history. Late last year it overtook the UK to become the world’s fifth largest economy.…
LFI
09 October 2023
Personal Finance

Japan merits a closer look

According to Luca Paolini, Chief Strategist at Pictet Asset Management: “Japanese stocks are a bright spot in an otherwise uninspiring global equity market”. Investors are rediscovering Japan. Inflows into the country’s equity market from non-domestic investors are the strongest they’ve been in a decade. We raise Japanese equities…
EFI
08 September 2023