EFI

Confidence crunch César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Last week ended with Japanese Prime Minister Shigeru Ishiba saying he would resign, a fate widely expected to befall French Prime Minister François Bayrou who faces a confidence vote on Monday that he is likely…

Pictet Asset Management's systematic strategies Quest AI and Quest Sustainable offer investors differing and complementary attributes. David Wright, Head of Quantitative Investments Pictet Asset Management. Systematic approaches to investing can both mirror and improve upon traditional passive and active management strategies. Take Pictet Asset Management’s…

How the luxury sector is winning new customers by embracing inclusivity, experiences and the digital world. Gillian Diesen, Client Portfolio Manager Pictet Asset Management. Smooth étoupe calfskin leather, a flap top and an iconic turn-lock closure. The Hermès Birkin has become one of the most luxurious designer…

Tariffs hiccup César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. A US appeals court found last week that most of President Trump's tariffs are an overreach of his use of emergency powers, but agreed to leave them in place until mid-October while the White…

The Fed put is back on César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Bonds and equities both rallied last week as Federal Reserve Chair Jerome Powell opened the door to interest rate cuts in September and beyond. In a closely…

Trump, Putin finally meet César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review News that the US and Russian Presidents plan to meet in Alaska on Friday raised hopes of progress towards an end to the war in Ukraine and came…

Continued uncertainty over tariffs, a mixed economic backdrop and stretched valuations warrant a neutral stance across global equities, bonds and cash. Asset allocation: staying neutral The roller coaster of US trade policies continues – a brief period of apparent progress has been followed by news…

Labour market concerns César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. THE WEEK IN REVIEW A rise in the US unemployment rate and a big downward revision in payrolls spooked markets late last week, sending US Treasury yields sharply lower. The downward revision of a…

Listed investment company Quest for Growth closed the first half of 2025 on a positive note, reporting a net profit of €3.8 million and a return on equity of +2.83%. The share, listed in Brussels, rose by 1.5% to €4.04 on 30 June, despite a…