Laurent Denize, Global Co-CIO ODDO BHF. "The summit remains within reach, but the clouds are growing darker" While the Trump show — full of announcements, funds have generated zero net inflows over the last threats and internet memes — did not take a summer break, most investors were still able to enjoy a…

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…

Didier Bouvignies, General Partner, CIO, Rothschild & Co Asset Management. Over the summer, the major global equity markets in the United States, Europe, and China rose steadily. France was the only real exception, once again penalised by its political situation. In the United States, the…

Fed: time to cut César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Stocks rose last week as markets looked ahead to a widely expected interest rate cut by the Federal Reserve this week. US core consumer price inflation surprised on the upside, but producer prices…

Confidence crunch César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Last week ended with Japanese Prime Minister Shigeru Ishiba saying he would resign, a fate widely expected to befall French Prime Minister François Bayrou who faces a confidence vote on Monday that he is likely…

Pictet Asset Management's systematic strategies Quest AI and Quest Sustainable offer investors differing and complementary attributes. David Wright, Head of Quantitative Investments Pictet Asset Management. Systematic approaches to investing can both mirror and improve upon traditional passive and active management strategies. Take Pictet Asset Management’s…