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Emerging-market bonds: 2024 outlook

A useful source of portfolio diversification  Lauréline Renaud-Chatelain, Fixed Income strategist Pictet Wealth Management. Local-currency emerging-market (EM) sovereign bonds have posted strong returns in 2023, outperforming their developed-market (DM) peers. Hard-currency EM corporate bonds have also risen in value over the year, performing in line…
LFI
04 December 2023
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Weekly View: Unsettled times

Election surprises César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. A small rise in the composite purchasing manager’ index in November for the first time in five months constituted a sliver of good news for the euro area last week. Much of the improvement…
LFI
01 December 2023
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Pictet announces first direct private equity investment

Pictet Alternative Advisors (“Pictet”), the alternative investment business of Pictet Group, announces its first investment through its new direct private equity team, acquiring a controlling interest in facilities manager Pareto FM (“Pareto”). The team led by Edmund Buckley, Head of Direct Private Equity at Pictet,…
LFI
29 November 2023
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Euro area macro update

PMI surveys "Signs that slump in euro manufacturing is bottoming out" Nadia Gharbi, Senior Economist Pictet Wealth Management. Signs that slump in euro manufacturing is bottoming out ​ S&P Global’s flash composite purchasing manager index (PMI) for the euro area rose by 0.6 points to 47.1…
LFI
24 November 2023
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Fund Insight: ODDO BHF POLARIS FUNDS RANGE

Story of the month Nils Bosse-Parra, Portfolio Manager, ODDO BHF Asset Management. "Coca-Cola generates 30% of its sales with low-calorie drinks" Diet drugs from pharmaceutical companies such as Novo Nordisk and Eli Lilly continue to cause a stir on the stock market. The Danish manufacturer Novo Nordisk,…
LFI
24 November 2023
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Monthly investment brief

Polarisation Laurent Denize, Global Co-CIO, ODDO BHF AM. " Despite the uncertain macroeconomic cycle, such periods bring numerous opportunities for investors who can see beyond the current noise and focus on the long term." The spectacular rise in interest rates over the last two years…
LFI
24 November 2023
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Market view

The benefits of gold in the investment portfolio Prof. Dr. Jan Viebig Global Co directeur des investissements, ODDO BHF AM. "We are convinced that gold has a firm place within a long-term investment strategy. In the short term, however, we remain cautious about its potential."…
LFI
22 November 2023