Martin Fechtner, CFA, Portfolio Manager ; Jacqueline Blomendahl, CFA, Portfolio Manager and Thierry Misamer, CEFA, CIIA, Portfolio Manager, ODDO BHF Asset Management. Where growth meets innovation Emerging markets are often associated with volatility, political uncertainty and currency risk. Yet for long-term investors, they can also represent a source of growth, innovation…

Malik Zetchi, Equity Analyst, Pictet Wealth Management A global shift toward electrification is gaining momentum. This megatrend is driven by a mix of industrial demand, technological advances and geopolitical risk. In this Q&A, PWM energy equity analyst Malik Zetchi shares his perspectives on where investors…

This note highlights the growing importance of transition finance for financial market participants. However, the lack of clear and harmonized methodologies makes it more difficult to assess companies’ level of transition. Defining, implementing, and disclosing transition plans has become a central component of effective capital…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review President Donald Trump said the US had struck a deal to take control of 65 bn barrels of Venezuelan oil in what he called “the biggest oil deal in world history”. Oil is…

Nelly Davies, Fund Manager, LFDE. While the stock market is a key driver of funding and growth for European companies, the initial public offering (IPO) market has experienced a historical contraction in recent years – one that has been particularly pronounced for small and medium-sized enterprises.…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Last week, the US Treasury Department announced it would double buybacks of long-term US debt. Treasury Secretary Scott Bessent said the US government would increase quarterly purchases of 10- to 30-year Treasuries from USD 38…

The climate phenomenon El Niño is back. For investors, this is interesting not only because of its potential impact on the climate, but above all because of its economic consequences. A strong El Niño can put additional pressure on food, water and energy supplies. This…