Conquering space, still a highly confined space "The Echiquier Space B fund has risen by 58 % since1 January (as at 20 November)" The battle to conquer space is heating up and gathering pace. The race is on, and so is the stock market. "Moon…

Donald Trump's election victory is likely to be significant for fixed income investors worldwide. But quite how significant depends on which version of Trump we get. Mary-Therese Barton, Chief Investment Officer Fixed Income & Mickael Benhaim, Head of Fixed Income Investment Strategy & Solutions Pictet…

China's incipient recovery, primed by rounds of stimulus, is adding to emerging markets' positive momentum, compounding the effects of falling global interest rates and trade normalisation. Patrick Zweifel, Chief Economist Pictet Asset Management. In late September, China's economy had deteriorated sufficiently – consumption and investment…

The Trump put César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review US equities remained in the ascendant last week, buoyed by continued optimism around the policies of the president elect. Although one of the leading US retailers reported disappointing sales figures,…

The Economic Consequences of Donald Trump Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: Donald Trump will return to the White House far better prepared than eight years ago. To stimulate U.S. growth, he states that he wishes lower interest rates and a…

At La Financière de l'Échiquier's (LFDE) Media Days 2024, after a macroeconomic introduction, Olivier de Berranger, CEO and co-CIO, gave a scenario of market trends that are likely to be altered by the future US policy envisaged by Trump. And finished off with a performance…

"We are not worried about the US market, but more about the European markets" (Christopher Dembik, Investment Strategy Advisor at Pictet Asset Management).  "We remain convinced that the US markets still have significant upside potential, despite the high valuations," says Christopher Dembik.  It is the…

China’s bazooka versus Trump’s victory Laurent Denize, Global Co-CIO, ODDO BHF AM. "As the world’s second-largest economy, China has much to offer and should be included in any globally diversified portfolio. Short-term complexities do not rule out building positions in Chinese quality stocks with strong…