LBP AM European Private Markets (“LBP AM EPM”) is launching an evergreen investment vehicle designed for pan-European distribution under the ELTIF 2.0 framework, in partnership with Titanbay. Distributed across Europe by LFDE, a subsidiary of LBP AM, the fund aims to address the growing demand…

Rozenn LE CAINEC, Co-Head of Multi Assets, Rates & Credit Specialties, LBP AM In an environment marked by persistent uncertainty and increasingly diversified expectations among investors, multi-asset funds play an increasingly important role in wealth management. Open-ended funds or segregated mandates, these solutions offer flexible frameworks…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Treasury bond yields ended the week near multi-year highs after the US consumer and producer price indices (CPI and PPI) remained elevated, raising expectations the Federal Reserve will hike interest rates this…

Yann Giordmaïna, Head of Value and Manager, LFDE. Whatever the market conditions, one principle remains never changes: valuation. This safety net is especially central in that markets currently appear driven by exaggerated flows and a form of exuberance that is not always rational. Through a…

Pictet Asset Management With corporate profit growth at remarkably healthy levels, we expect the stock market to add to its strong gains over the coming months. Asset allocation: earnings growth too powerful to ignore It makes sense to ask whether stocks can add to the…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review US employment and services sector data came in stronger than expected, but it will be this week’s consumer price inflation (CPI) figures that will be crucial for the Federal Reserve’s decision on whether…