By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. Lately, the US dollar has suffered significant losses. At the start of 2025, markets rewarded the perceived strength of the US economy by hitting new all-time highs. At the same time, the dollar soared…

US hits Iran’s nuclear facilities César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The US struck Iran’s key nuclear facilities with 14 “bunker buster” bombs late last week in an operation that inflicted “extremely severe damage and destruction”, Washington said. Market tensions had risen prior…

Pictet Asset Management’s Premium Brands Investment Strategy has been allowing investors to own stakes in companies across diverse high-consumer segments for two decades. These companies are renowned for their resilience, operational excellence, digital integration, experience and differentiation. By investing in these iconic and innovative brands,…

Laurent Denize, Global Co-CIO ODDO BHF. "Financial markets have shown remarkable resilience post Liberation Day, but the current level of the “Big Beautiful Markets” increasingly reflects optimism rather than realism." Despite geopolitical risks, the last few weeks have felt like a welcome gentle breeze in…

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. Against the backdrop of Trump's economic policy, it will become increasingly difficult for the US to finance its government spending. International investors are noticeably more cautious about buying US government bonds – at a…

Xiao Cui, Senior Economist, at Pictet Wealth Management, ahead of this week’s Fed meeting.  The Fed is widely expected to remain on hold this week, and we expect the Fed will maintain this stance through at least the summer. Since the last FOMC meeting, inflation…

Pushing for deals César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Israel struck Iran’s nuclear programme and military facilities last week, killing top commanders and scientists after the UN nuclear watchdog found Tehran was breaching its nonproliferation obligations. Iran retaliated, with the two sides duly…

Emmanuel Petit, Associé-Gérant, General Partner, Head of Fixed Income & Philippe Lomné, Fixed Income Portfolio Manager Specialisation: IG Credit IG & Crossover Rothschild & Co Asset Management. The resurgence of trade tensions has rekindled inflationary pressures and accentuated monetary policy divergences between the US and…