EFI

For environmental investors, there is a sliver lining to the shakeout in ESG Gertjan Van Der Geer, Senior Investment Manager and Stephen Freedman, Head of research and sustainability, Thematic Equities, Pictet Asset Management. ESG investing appears to have hit a major roadblock. Donald Trump’s return…

You’ve got mail César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review US stocks rose to record closing highs last week, buoyed by a robust jobs report that boosted investor confidence in the economy’s resilience even if it effectively killed off…

Pictet anticipate that returns across major asset classes will converge over the next five years. As a long-term investor, this presents you with an opportunity to reassess and refine your strategic asset allocation. Their experts share detailed forecasts and actionable recommendations. Overview: The Great Convergence…

Allianz Global Investors present its Houseview for Q3 2025 “FOGI” – fear of going in – that has taken hold among institutional investors amid erratic policymaking and volatility in US markets might be replaced by FOMO – fear of missing out. Amid concerns over policymaking…

When corporate bond issuers suffer downgrades, opportunities open up for investors prepared to take the long-term view. Ermira Marika, Head of Developed Markets Credit, Nithin Mallya, Quantitative Analyst, Nicolas Musolino, Head of Systematic Research, Developed Markets Credit at Pictet Asset Management. The trade war has…

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. Lately, the US dollar has suffered significant losses. At the start of 2025, markets rewarded the perceived strength of the US economy by hitting new all-time highs. At the same time, the dollar soared…

US hits Iran’s nuclear facilities César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The US struck Iran’s key nuclear facilities with 14 “bunker buster” bombs late last week in an operation that inflicted “extremely severe damage and destruction”, Washington said. Market tensions had risen prior…

Pictet Asset Management’s Premium Brands Investment Strategy has been allowing investors to own stakes in companies across diverse high-consumer segments for two decades. These companies are renowned for their resilience, operational excellence, digital integration, experience and differentiation. By investing in these iconic and innovative brands,…

Laurent Denize, Global Co-CIO ODDO BHF. "Financial markets have shown remarkable resilience post Liberation Day, but the current level of the “Big Beautiful Markets” increasingly reflects optimism rather than realism." Despite geopolitical risks, the last few weeks have felt like a welcome gentle breeze in…

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. Against the backdrop of Trump's economic policy, it will become increasingly difficult for the US to finance its government spending. International investors are noticeably more cautious about buying US government bonds – at a…