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Investing

Trump 2.0

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…
EFI
24 January 2025
News

Pianist and Chief of Staff, a new Swiss Army knife

An increasing number of companies are calling on the services of these people, who see themselves as the Swiss army knife of managers. Their title is in English: Chief of Staff. In French, this job title could be translated as the equally obscure "bras droit…
Daniel Pechon
23 January 2025
Investing

Fed on hold

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…
EFI
21 January 2025
Investing

Infrastructure debt funds, a booming market

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…
Daniel Pechon
16 January 2025
Investing

Central bank week

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…
EFI
21 December 2024