EFI

Grégoire Kounowski, Head of Advisory by Norman K. Although negotiations are still ongoing in Geneva between the United States and Iran, each passing week highlights the antagonistic positions of these players and brings them closer to a major conflict. While Washington and Tehran play the…

LBP AM is pleased to announce its first foray outside of Paris with the opening of a new office in Frankfurt. LBP AM is equally pleased to announce the appointment of Alexander Schäfer as Investment Director, based in Frankfurt. He joins an expanding team on…

Elsa Fernandez, Product specialist & Philippe Lomné, Fixed Income Portfolio Manager Specialisation: IG Credit IG & Crossover Rothschild & Co Asset Management. In an economic environment where balances are being reshaped and uncertainty remains a constant, R-co Valor Balanced relies on a rigorous management process…

Tech tantrum César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The release of a new Artificial Intelligence (AI) tool by Anthropic fuelled a heavy sell-off in software stocks last week. The technology sector is experiencing creative destruction – with legal AI start-up Harvey AI, for…

Charles-Edouard Bilbault, Global Equities Portfolio Manager, Rothschild & Co Asset Management. Even during periods of sharp increases, gold mining companies have rarely benefited directly from rising gold prices. But can the discipline they are now demonstrating, the rationalization of the sector, record prices, and a…

Pictet Asset Management Looser monetary and fiscal policy should help equity markets build on their gains and we expect emerging market stocks to pull away from the rest over the near term. Asset allocation: outlook for equities remains positive Equity markets have seen a positive…

Grégoire KOUNOWSKI, Head of Advisory by Norman K. After suffering a historic fall since Friday (-10% for gold and -30% for silver), gold rose by more than 6% on Tuesday morning on futures contracts, while silver futures gained 12%. Shares and ETFs in international mining…

Alicia Daurignac, Manager/Analyst, Echiquier Space, La Financière de l’Échiquier. We are living through a revolution. Communication infrastructure is no longer located on Earth; it is now being built directly in space. The first satellite was launched into Earth orbit in 1957, and we are now…

And the winner is…Kevin Warsh César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. US President Trump nominated Kevin Warsh as the next chairman of the Federal Reserve. Warsh has proposed a new Fed-Treasury accord aimed at redefining their relationship, and called for a reduction in…

Davos relief César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. US President Donald Trump agreed to the “framework of a future deal” over Greenland at the Davos forum and backed down from a threat to impose fresh tariffs on European countries over the Danish territory.…