Stuck at the top César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review A stronger-than-expected US jobs report unsettled markets at the end of last week, increasing expectations for higher Federal Reserve interest rates and sending stocks sharply lower. The jobs report…

Pictet Alternative Advisors (“Pictet”) announces the successful final close of Monte Rosa Co-Investments VI (the “Fund”), raising $1.53bn in committed capital , significantly exceeding its initial target of $1.0bn. The strong oversubscription underscores sustained investor demand for high-quality co-investment opportunities and reflects Pictet’s leading track…

Stuck at the top César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review The US and Iran neared an interim agreement to extend their ceasefire for 60 days and reopen the Strait of Hormuz, but neither country’s leader signed a deal. The…

Pictet Asset Management A new wave of major technology initial public offerings (IPOs) this year is poised to reshape the investment landscape. SpaceX, OpenAI, and Anthropic are preparing to go public, with SpaceX’s anticipated listing potentially set to become the largest on record. These offerings…

La Banque Postale is accelerating its asset management strategy. The banking group has announced plans to merge LBP Asset Management (LBP AM) with its subsidiary La Financière de l'Échiquier (LFDE), creating a new entity named LFDE Investment Managers (LFDE IM). The transaction aims to establish…

Where no IPO has gone before César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review SpaceX set out plans for what could be the biggest IPO in history with a total addressable market worth USD 28.5 tn, a figure approaching the size…

Pierre Schang, Fund Manager, and Jisia Ranaivosoa, Fund Manager/Analyst, La Financière de l'Echiquier Population growth, climate disruption, raw material costs and increasingly stringent health regulations are creating structural needs to collect, sort, recover and treat increasingly dense and complex waste streams. Without significant action, global…

After a long period of rising stock markets, the years when investors could calmly let themselves be carried along by the market are undoubtedly behind us. This does not mean that there is nothing to do on the stock market. But we need to look…