Skip to main content
All Posts By

EFI

Investing

Victory for Europe

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Congress’s vote on Sunday to avoid a US government shutdown averted an immediate crisis but not economic and financial uncertainty. Heightening concerns for markets, the Speaker of the House of Representatives faces a possible vote on…
EFI
03 October 2023
Investing

Uniting Generations

Family offices on the impact front line Christoph Courth, Head of Philanthropy Services Pictet Wealth Management Family offices have long acted as managers, stewards, and confidants to the wealthiest, playing a trusted role in how they run their assets, their businesses, and their lives. Today…
EFI
03 October 2023
Investing

Bank of Japan, Japanese government bonds and yen

The Japanese monetary tanker is slowly turning. Dong Chen, Head of Asia Macroeconomic Research, Pictet Wealth Management. Lauréline Renaud-Chatelain, Fixed-income strategist, Wealth Management. Luc Luyet, Currencies strategist, Wealth Management. Milène Dumont, Strategist, PWM Investment & Wealth Solutions While the Bank of Japan (BoJ) is likely…
EFI
02 October 2023
Investing

Fund Insight : ODDO BHF AM Active Small Cap

From today & for decades to come, how the home is built & what it is built of will need to adapt to changes in regulation, technology, energy sources & costs, and consumer preferences. Making buildings more energy efficient will contribute significantly to the EU…
EFI
21 September 2023
Investing

Next stop, the Fed

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Hawkish Fed pause expected After the European Central Bank raised the deposit rate to an all-time high of 4% last Thursday, this will be a busy week for monetary policy. To summarise, our expectation is for…
EFI
19 September 2023
Investing

ONWARD® reports 2023 Half Year Results and Business Update

US commercialization of ARC-EX™ expected 2H 2024 with USD 30,000 anticipated price Clinical study initiated pairing ARC Therapy™ with a brain-computer interface to restore use of legs and upper extremities ONWARD Medical N.V. (Euronext: ONWD), the medical technology company creating innovative therapies to restore movement,…
EFI
19 September 2023
Investing

The start of a new era…

In the previous Fund Insights of ODDO BHF AM, they have mentioned on numerous occasions the growing and major importance of Artificial Intelligence in Life Sciences as a whole. In the past, for example, they have elaborated the contribution of AI to the development of…
EFI
15 September 2023
Investing

Dollar rises again as US economy continues to outperform

Enrique Diaz Alvarez, Chief Financial Risk Officer, Ebury. The US economy continues to defy the global downturn, and the dollar is reaping the benefits. Dismal July data from German factories and more jitters about the Chinese downturn slammed equities worldwide, but US Treasury yields marched higher anyway. Not surprisingly,…
EFI
11 September 2023
News

US macro update

Remarkable resilience so far but headwinds ahead Xiao Cui, Senior Economist Pictet Wealth Management. The US economy has proven remarkably resilient to rate hikes, and the third quarter is on track to post strong growth. Interest rate sensitivity seems to be rather low and lags…
EFI
11 September 2023