EFI

Rozenn LE CAINEC, Co-Head of Multi Assets, Rates & Credit Specialties, LBP AM In an environment marked by persistent uncertainty and increasingly diversified expectations among investors, multi-asset funds play an increasingly important role in wealth management. Open-ended funds or segregated mandates, these solutions offer flexible frameworks…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Treasury bond yields ended the week near multi-year highs after the US consumer and producer price indices (CPI and PPI) remained elevated, raising expectations the Federal Reserve will hike interest rates this…

Yann Giordmaïna, Head of Value and Manager, LFDE. Whatever the market conditions, one principle remains never changes: valuation. This safety net is especially central in that markets currently appear driven by exaggerated flows and a form of exuberance that is not always rational. Through a…

Pictet Asset Management With corporate profit growth at remarkably healthy levels, we expect the stock market to add to its strong gains over the coming months. Asset allocation: earnings growth too powerful to ignore It makes sense to ask whether stocks can add to the…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review US employment and services sector data came in stronger than expected, but it will be this week’s consumer price inflation (CPI) figures that will be crucial for the Federal Reserve’s decision on whether…

Martin Fechtner, CFA, Portfolio Manager ; Jacqueline Blomendahl, CFA, Portfolio Manager and Thierry Misamer, CEFA, CIIA, Portfolio Manager, ODDO BHF Asset Management. Where growth meets innovation Emerging markets are often associated with volatility, political uncertainty and currency risk. Yet for long-term investors, they can also represent a source of growth, innovation…

Malik Zetchi, Equity Analyst, Pictet Wealth Management A global shift toward electrification is gaining momentum. This megatrend is driven by a mix of industrial demand, technological advances and geopolitical risk. In this Q&A, PWM energy equity analyst Malik Zetchi shares his perspectives on where investors…

This note highlights the growing importance of transition finance for financial market participants. However, the lack of clear and harmonized methodologies makes it more difficult to assess companies’ level of transition. Defining, implementing, and disclosing transition plans has become a central component of effective capital…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review President Donald Trump said the US had struck a deal to take control of 65 bn barrels of Venezuelan oil in what he called “the biggest oil deal in world history”. Oil is…