EFI

Réveil brutal César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Revue hebdomadaire Après une semaine de guerre en Iran, le scénario hypothétique d’une fermeture du détroit d’Ormuz est devenu réalité. La semaine dernière, seule une poignée de navires ont réussi à traverser le détroit,…

Norman K., an independent wealth management platform dedicated to international entrepreneurs and prominent families, officially inaugurated its new office in Luxembourg on 4 March 2026. The inauguration evening, held at Tero House17 Luxembourg, marked an important milestone for the Norman K Group, which was delighted…

Iran conflict widens Iranian Supreme Leader Ayatollah Ali Khamenei and 40 top officials were killed in joint US and Israel strikes on Saturday, an assault that triggered retaliatory strikes by Tehran across the Middle East. With Operation Eric Fury, US President Donald Trump is aiming for…

Grégoire Kounowski, Head of Advisory at Norman K. The joint operation carried out by the United States and Israel against Iran marks a turning point in the intensity of the conflict and increases the risk of regional destabilization. The sudden military escalation observed in the…

Paul Reuge, European Equities Portfolio Manager Rothschild & Co Asset Management. Will the performance of listed properties companies in 2026 be able to exceed returns on equity that are close to historical highs¹? The question is legitimate after the performance of the 2025 vintage, which on average…

Yanxiu Gu, Fund manager, ODDO BHF China Equity Stars, at ODDO BHF AM February 2026 After three years of bear market, China is again attracting interest from international investors according to us. The turning point came in late September 2024, when Beijing launched a strong…

Emmanuel Petit, General Partner, Head of Fixed Income & Philippe Lomné,Fixed Income Portfolio Manager Specialisation: IG Credit IG & Crossover Rothschild & Co Asset Management. After several years marked by significant rate volatility, the environment is becoming more readable. In the Eurozone, the gradual decline…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Last week saw an increase in market uncertainties, driven by the Supreme Court of the United States (SCOTUS) ruling against many of President Donald Trump’s global tariffs. The court decided that Trump’s use…

To optimise portfolio performance in 2026, the time has come to diversify investments, according to Michel Saugné, CIO of LFDE : "The attractiveness of Japan, Europe and the emerging countries makes them a good choice for diversification.” At the end of January, when presenting his…

A solid US jobs report César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The A strong US employment report surprised to the upside, with non-farm payrolls rising by 130,000 in January and the US unemployment rate falling to 4.3% from 4.4%. However, job growth for 2025…