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China hits back

Opening Salvo on Tariffs César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. A mixed US January job report was not seen as changing the Fed’s wait-and-see stance and did little to sway the S&P 500, which declined -0.23% on the week (in USD). Despite…
EFI
13 February 2025
Investing

US Trade Policy: Stormy weather ahead for Europe

By Prof. Rd. Jan Viebig, Chief Investment Officer, ODDO BHF SE Those who expected that Donald Trump’s first policy move would be to cut taxes were wrong. On 1 February, the White House opened fire with trade policy, introducing a first raft of measures raising…
EFI
12 February 2025
Investing

Seven trends to watch in 2025

The key trends in science, technology and sustainability over the next 12 months – and beyond. Tech beyond AI AI has dominated the headlines for the past two years, but it is not the only tech trend worth watching. Advancements in robotics and automation are…
EFI
12 February 2025
Investing

Listed Real Estate: 2024 review and 2025 outlook

Paul Reuge, European Equities Portfolio Manager Rothschild & Co Asset Management. The sector's correlation with interest rates was maintained in 2024, apart from during the summer break, when good publications from listed real estate companies helped to focus investors' attention on fundamentals. The resurgence of uncertainty about…
EFI
11 February 2025
white and blue concrete buildingInvesting

Emerging market companies narrowing the sustainability gap

Emerging market companies are improving their sustainability scores faster than the global average, suggesting they could soon become a key feature of sustainable equity portfolios. Bahar Sezer-Longworth, ESG Specialist, Pictet Asset Management. Emerging markets (EM) may not be the first choice for sustainability-minded equity investors. But…
EFI
07 February 2025
Investing

US a bright spot as risks to rally multiply – February 2025

As risks to the world economy multiply we have downgraded equities to neutral but still expect US stocks to outperform most other markets From the launch of cut-price new artificial intelligence technology to Donald Trump's trade tariffs on China, Canada and Mexico, it has been…
EFI
07 February 2025
Investing

Executive Orders

Tariffs delayed, not denied César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. While they had to untangle a welter of pronouncements and executive orders from Donald Trump, freshly installed as US president, overall the mood remained positive on US equity markets last week. Helped by…
EFI
06 February 2025
Investing

2024 review and 2025 outlook: international equity

US equity markets did particularly well in 2024, outperforming other regions. In 2025, the first measures taken by the Trump administration will be decisive, as they are likely to have an impact on the rest of the world. Yoann Ignatiew, General Partner, Global Equities Portfolio…
EFI
05 February 2025
Investing

2024 review and 2025 outlook: European equity

After a complicated 2024, the slightest positive signal could give a boost to European equity markets in 2025. Anthony Bailly, European Equities Portfolio Manager Rothschild & Co Asset Management. What to Remember from 2024 ? In European markets, 2024 was notably marked by the political…
EFI
04 February 2025
Investing

AI Sputnik moment?

Trade war César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. Last week was book-ended by disruption in AI and the spectre of a tariff war. Early in the week, US indexes were briefly hit by the emergence of a new AI model in China…
EFI
04 February 2025