EFI

Donald Trump's presidency should be good news for the dollar and US equities, but less positive for US bonds and emerging markets. Arun Sai, Senior Multi Asset Strategist Pictet Asset Management. Donald Trump's sweeping victory in US presidential elections may have surprised some, but the reaction…

Barnier on the brink César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The S&P 500 managed to shake off a threat by president-elect Donald Trump to impose imports on a select number of countries on his first day of office to rise 1.1% (in USD)…

Donald Trump's election victory is likely to be significant for fixed income investors worldwide. But quite how significant depends on which version of Trump we get. Mary-Therese Barton, Chief Investment Officer Fixed Income & Mickael Benhaim, Head of Fixed Income Investment Strategy & Solutions Pictet…

China's incipient recovery, primed by rounds of stimulus, is adding to emerging markets' positive momentum, compounding the effects of falling global interest rates and trade normalisation. Patrick Zweifel, Chief Economist Pictet Asset Management. In late September, China's economy had deteriorated sufficiently – consumption and investment…

The Trump put César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review US equities remained in the ascendant last week, buoyed by continued optimism around the policies of the president elect. Although one of the leading US retailers reported disappointing sales figures,…

The Economic Consequences of Donald Trump Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: Donald Trump will return to the White House far better prepared than eight years ago. To stimulate U.S. growth, he states that he wishes lower interest rates and a…

China’s bazooka versus Trump’s victory Laurent Denize, Global Co-CIO, ODDO BHF AM. "As the world’s second-largest economy, China has much to offer and should be included in any globally diversified portfolio. Short-term complexities do not rule out building positions in Chinese quality stocks with strong…

Pictet Wealth Management. And the winner is… THE WEEK IN REVIEW Unsurprisingly, volatility has been increasing across US assets overall ahead of this week’s US elections. There were good results from some high- profile tech-related stocks late in the week, but investors continued to fret…

ODDO BHF Asset Management The US election is leaning towards a clean Republican Sweep (Republican control of the presidency and both Houses of Congress). Such a scenario, if confirmed, would give government the widest scope of action in implementing higher tariffs and lower corporate taxes.…

Another surprising election result. The week in review Japan’s ruling coalition led by the LDP lost its parliamentary majority in a shock result that will bring market uncertainty. In earnings, Q3 news was somewhat mixed, leading to a 1% drop in the S&P 500 last week (in USD). But ahead…