EFI

We have a deal César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Tariff and central banks dominated the news during the week, with 15% tariffs becoming the new 10%. On Sunday, US and the EU struck a 15% tariff deal that averts a trans-Atlantic trade…

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. "The reporting period for the second quarter is beginning. We are maintaining our high weighting in European equities." Three surprises are currently shaping the European equity markets: 1) the rise of the DAX so…

Laurent Denize, Global Co-CIO ODDO BHF. "Therefore, the prudent investor should enjoy the summer break but also remain vigilant, staying prepared to act swiftly" While it hasn’t been fully explained, many periods of market turmoil have begun in the summer period, when liquidity is low.…

Defiant in the defeat César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Last week, 125 of the 248 seats in Japan’s House of Councillors faced re-election. Prime Minister Shigeru Ishiba’s ruling coalition lost its hold, winning only 47 seats – three short of a majority. The…

We talk to Hans Peter Portner about how Pictet Asset Management developed the industry's leading thematic equities franchise. Hans Peter Portner, head of thematic equities at Pictet Asset Management, has been central to creating what Morningstar notes is the world's leading thematics investment franchise. He…

Tariff inflation has been delayed and partly mitigated by cost absorption and disinflationary offsets, but it should be visible by September. Frederik Ducrozet, Head of Macroeconomic Research, & Xiao Cui, Senior Economist Pictet Wealth Management. SUMMARY The impact of tariffs on US inflation has not…

The world depends on semiconductors. In this interview, Professor Chris Miller highlights the industry's latest innovations and their implications for our future in a Q&A format with Anjali Bastianpillai, Senior Client Portfolio Manager. Chris Miller, Associate Professor of International History at Tufts University &Anjali Bastianpillai,…

Tariff salvo César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Trade tensions shook markets off highs last week as President Trump threatened to impose a 30% tariff on imports from Mexico and the European Union starting on 1 August, and announced a 50% tariff…

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. The legislative package that US President Donald Trump pushed through at the end of last week, despite resistance even among Republicans, poses incalculable risks for American economic policy. Using the omnibus procedure, Trump pushed…

Asset Allocation: Resilient Emerging Markets, Lower Rates Underpin Stocks Pictet has upgraded equities to neutral from underweight, as falling interest rates and improving economic conditions in emerging markets offset uncertainty over US tariff policies. It would be reasonable to assume that the escalating conflict between…