An attractive carry. Lauréline Renaud-Chatelain, Fixed-income strategist Pictet Wealth Management. Emerging market (EM) local currency (LC) sovereign bonds have had a tough first half of the year, mostly because of the weakening of EM currencies against both the US dollar and the euro. Nevertheless, their…

Xi’s “whatever it takes” moment? César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Chinese stocks had their strongest week since 2008 after extensive new economic stimulus was unveiled and the authorities hinted strongly that more was to come. The news…

The Pictet Group is celebrating 35 years of uninterrupted growth in Luxembourg. As the Group's second largest site, it has been able to adapt over the years to the demands and many changes in the finance industry, while retaining its identity and values.  A key…

Christophe Pouchoy, Fund Manager for Echiquier Artificial Intelligence, La Financière de l’Echiquier. There has been significant profit-taking in tech stocks since mid-July 2024, mainly due to the sector’s strong outperformance over the past 18 months, driven by artificial intelligence (AI). This profit-taking makes sense and…

Responsible investment is gaining ground with institutional investors, according to AllianzGI. For many of them, it's no longer just a question of choosing financial investments on the basis of their profitability, but also taking account of their social and environmental impact. In a world where…

L‘histoire du mois À la recherche d’une croissance des bénéfices malgré les inquiétudes économiques – quelles sont les entreprises qui exploitent aujourd’hui leurs forces? Après l'effondrement des marchés en août, les marchés financiers ont rapidement retrouvé leur calme. Néanmoins, l'incertitude reste considérable. La croissance reste…

Rates recalibration César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The Fed’s decision to “go big” and lower the Fed funds rate by 50 bps provided a fillip to equity markets last week. The large rate cut, on top of upbeat US economic data…

Pictet Alternative Advisors (PAA) has announced the final close of the second vintage of its technology-focused thematic private equity fund at more than USD 200 million. Managed by Stanislas Chanavat, Chuang Zhu, Nicolas Schwyn and Jacqueline Xu, the Technology strategy targets high-conviction investment opportunities in…