Daniel Pechon

For the first time in 25 years, demand for electricity will grow and accelerate. A turning point for the renewable energy industry, but also for the suppliers in the chain that makes it up. Finding affordable energy quickly will become a challenge. Renewable energies (and…

The prospect of rate cuts by the Fed is sparking a new debate. In principle, bonds are considered a safer investment than equities, while Wall Street continues to pile up record after record. For these reasons, investing in bonds could now offer better opportunities than…

The phase of fiscal dominance that the developed economies are entering will provide fertile ground for equities. Central banks now have no choice but to intervene in the markets to limit the rise in borrowing costs. "Debt reduction is becoming a pipe dream. Recession and…

Non-listed companies within reach: private equity opens up to private investors Long the preserve of institutional investors, private equity is gradually opening up to a wider public, attracted by its solid performance and promise of diversification. With return targets 3% to 5%1 higher than equity…

The calm before headwinds? Recent developments – such as the ‘controversial’ latest US unemployment figure, geopolitical tensions and structural changes in US monetary policy – point towards a potentially volatile second half or year-end in the markets. Uncertainty over the trajectory of the US economy…

The dollar posted its worst first-half performance in 52 years. The greenback fell by 10.7% against a basket of world currencies, making it the worst first half since 1973, the year Nixon ended the Bretton Woods gold standard. While President Trump digs up the deficits…

A mix of anxiety, fatigue, and exasperation — a kind of “green fatigue” has taken hold as the planet heats up faster than ever. But by pummeling renewable energy stocks following Trump’s election, the market may have made a serious mistake. At the beginning of…

The rapid loosening of the ECB's monetary policies has eclipsed the window of opportunity enjoyed by bond investments, the hunt for yields. However, European high yield still has potential and offers an opportunity with its 5.5% yield, described as attractive by some managers despite certain…

Stock selection by an independent model and the use of a pure artificial intelligence quantitative model have resulted in a significant outperformance for one of the latest additions to the Pictet AM family of funds. This success has generated a rare enthusiasm among investors. The…