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LFI

Photo of a Panda StandingNews

Weekly View: Close the door

The Pandas are back César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. US President Joe Biden and his Chinese counterpart Xi Jinping met for constructive talks last week, marking an easing in tensions between the superpowers in a welcome development for markets. The meeting…
LFI
22 November 2023
a tunnel that is very dark and emptyInvesting

The global economy: what are the risks for 2024?

Bruno Cavalier, Chief Economist ODDO BHF. KEY HIGHLIGHTS: United States aside, the economic outlook everywhere else has been revised downward The rise in interest rates puts pressure on government budgets World trade is fragmented against a backdrop of numerous geopolitical tensions A possible re-election of…
LFI
22 November 2023
Body of Water Across SunsetInvesting

Fund Insight : ODDO BHF AM Artificial Intelligence

Story of the month On October 13, Microsoft succeeded in finalising its acquisition of Activision, the American video games publisher, after months of legal battles with three of the world's most powerful regulators (in the US, the UK and Europe). Microsoft was already the world…
LFI
17 November 2023
Investing

Fund Insight : ODDO BHF AM Green Planet

Story of the month In mid-October, the US government and the Department of Energy (DOE) announced the allocation of $7 billion to support the development of 7 regional hubs dedicated to the production, distribution and storage of clean hydrogen. The funding, part of the Infrastructure…
LFI
17 November 2023
a close up of a circuit boardInvesting

Focus on China

Out of the chaos come heroes Yanxiu Gu, Spécialiste produits, actions chinoises ODDO BHF AM. " The technology race between China and the US is not going to end any time soon. But investors may miss good opportunities by turning away from these stocks" US RESTRICTIONS…
LFI
15 November 2023
concrete building under white sky during daytimeNews

Weekly View: Déjà vu?

Retail sales for direction César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. US retail sales data and results from some big retailers will take centre stage for markets this week as investors look for signals to continue a selective rally. A benign reading on…
LFI
15 November 2023
Modern multistage house exteriors against endless sea under cloudy sky in New York City at sunsetInvesting

US CPI – Downside miss supports policy rate on hold ​

Xiao Cui, Senior Economist - Pictet Wealth Management. Core CPI came in weaker than consensus expectation, increasing 0.227% MoM (consensus: 0.3%). This is a step down from its 0.32% MoM print last month. The YoY reading fell further to 4.0% from 4.1%. Core inflation is headed…
LFI
15 November 2023
a group of pills floating in the airNews

CEE forex outlook: what’s going on?

Enrique Díaz-Alvarez, Matthew Ryan, CFA, Roman Ziruk, Itsaso Apezteguia, Eduardo Moutinho & Michał Jóźwiak We’ve witnessed a rather mixed performance from the currencies in Central and Eastern Europe since our last update. All four of the currencies covered in this report have lost ground against…
LFI
10 November 2023
the sun is setting over a body of waterInvesting

Barometer: Geopolitical risks cast shadow over stocks

The conflict in the Middle East threatens to further destabilise the economy and financial markets. As a result, we remain neutral stocks and overweight bonds. Luca Paolini, Chief Strategist at Pictet Asset Management. Asset allocation: geopolitical vulnerabilities Just as the markets had started taking the…
LFI
08 November 2023