Thanksgiving ultimatum César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The Trump administration issued Ukraine with an ultimatum to sign a peace deal by Thanksgiving on Thursday, triggering concern in Europe at a 28-point plan that envisages major concessions by Kyiv to end the…

Supreme Court reviews Trump tariffs César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The US government shutdown, now the longest in history, is leaving markets to pore over private data to gauge the economy’s health – and last week they got a fright. US-based…

Emmanuel Petit, General Partner, Head of Fixed Income; Julien Boy, Fixed Income Portfolio Manager Specialisation: Govies & Inflation et Samuel Gruen, Fixed Income Portfolio Manager Specialisation: Relative Value Rothschild & Co Asset Management. While equity markets continue to grab the spotlight, fixed-income markets are entering…

Brice Prunas began his career in the financial sector in the late 90s. After working as an analyst in Paris and London, he launched the ODDO BHF Artificial Intelligence fund in 2018. This product is a major commercial success for the Franco-German fund manager, with…

Waiting for the Supreme Court César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review The Federal Reserve lowered interest rates by 25 basis points last week with a “hawkish cut”, signaling resistance to a further reduction in December. The market adjusted…

The world is entering a new economic era where demographic and technological forces are reshaping the foundations of growth. According to the latest report from the Pictet Research Institute, titled Demographics and Technology, the twin trends of population ageing and declining birth rates in advanced…

For the past ten years, Pictet Asset Management’s Robotics Strategy has delivered impressive returns for investors looking to take advantage of the next technology revolution and the rise of intelligent machines. In a decade characterised by geopolitical frictions, trade wars and tariffs, global supply chains…