Daniel Pechon

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…

The markets, which have been under constant stress in recent weeks, have remained unfazed. In his monthly market review, David Kruk, Head of Trading Desk at La Financière de l'Échiquier (LFDE), gives the latest market buzz and his outlook for the summer. What David Kruk…

"THE WORST IS NEVER CERTAIN” In his latest press briefing, Christopher Dembik, Strategy Adviser at Pictet AM, warns that this summer can be a worrying one, particularly in August, which is often a month of disappointment on the stock market. Monetary and financial crises have…

"We have moved away from the recession that was the markets' main and greatest fear at the start of the year," says David Kruk, Head of the Trading Desk/Intermediation at La Financière de l'Échiquier (LFDE), in his latest update on the latest market buzz. But…

"Buying a standing forest can be more expensive than buying a share on the stock market" The slowdown in construction in the United States and the latest tariffs have finally sent the timber sector to the wall on the stock market. Wood remains a sustainable…

The Chinese indices, which are a long way from their highs, could embark on a solid uptrend. DeepSeek has surprised and erased the impression that China is lagging behindsign, a solid argument for the optimists. What if the downturn triggered by the trade war offered…