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Investing

Luxury reimagined

How the luxury sector is winning new customers by embracing inclusivity, experiences and the digital world. Gillian Diesen, Client Portfolio Manager Pictet Asset Management. Smooth étoupe calfskin leather, a flap top and an iconic turn-lock closure. The Hermès Birkin has become one of the most luxurious designer…
EFI
05 September 2025
Investing

Political challenges

Tariffs hiccup César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. A US appeals court found last week that most of President Trump's tariffs are an overreach of his use of emergency powers, but agreed to leave them in place until mid-October while the White…
EFI
04 September 2025
News

AI, a bubble or a revolution in progress

After soaring sharply, the markets have gone into pause mode in recent weeks. In the meantime, OpenAI's CEO has spoken openly about the risk of a bubble, as the tech giants race to invest in generative AI reaches staggering sums. Meta, Alphabet, Microsoft and Amazon…
Daniel Pechon
01 September 2025
News

The US labour market: the economy’s Achilles’ heel

By Jan Viebig, Chief Investment Officer, ODDO BHF SE. American stock markets seem to be in a good mood again. But things are not as good as they appear. The US has many highly dynamic sectors and regions, alongside some that are far weaker. Commentators…
EFI
26 August 2025
Investing

Good to go

The Fed put is back on César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Bonds and equities both rallied last week as Federal Reserve Chair Jerome Powell opened the door to interest rate cuts in September and beyond. In a closely…
EFI
26 August 2025
Investing

High stakes in Alaska

Trump, Putin finally meet César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review News that the US and Russian Presidents plan to meet in Alaska on Friday raised hopes of progress towards an end to the war in Ukraine and came…
EFI
14 August 2025