Pierre Schang, Fund Manager, and Jisia Ranaivosoa, Fund Manager/Analyst, La Financière de l'Echiquier Population growth, climate disruption, raw material costs and increasingly stringent health regulations are creating structural needs to collect, sort, recover and treat increasingly dense and complex waste streams. Without significant action, global…

After a long period of rising stock markets, the years when investors could calmly let themselves be carried along by the market are undoubtedly behind us. This does not mean that there is nothing to do on the stock market. But we need to look…

A new era César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review US President Donald Trump and China’s Xi Jinping stabilised their ties without achieving any major breakthroughs at a summit in Beijing that successfully institutionalised their competition. Both leaders agreed the…

Pictet’s Ahead 2026 report highlights the most prominent trends in science, technology, and sustainability that will shape economic growth and investment. 1) Health in the era of longevity The world’s population is getting older so the challenge is to ensure that those extra years are…

Pictet Asset Management presents its May barometer. Even though there is no end in sight to the Iran conflict, the outlook for both emerging market and US equities remains positive; we upgrade both to overweight. Asset allocation: calm after the storm The storm that shook…

Florian HartelHead of Equity Product ManagementODDO BHF AM Steffen Fuchs, CFASenior Quantitative Portfolio ManagerODDO BHF AM Financial markets are evolving at a pace few investors could have imagined a decade ago. Geopolitical tensions, shifting trade dynamics, persistent inflation concerns, and the rapid rise of artificial…

On Wall Street, the next six months (from May to September) have the reputation of being a difficult period, according to the adage "Sell in May and don't come back until 'St. Leger's Day' (early October)," more popular under : " Sell in May and…