EFI

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Germany’s ruling coalition presented a package of reforms including tax relief for lower-income families, a gradual rise in the retirement age and more flexibility in labour laws, which is key for start-ups.…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review This week marks the 250th anniversary of US independence. Last week, there was turmoil in the country it won independence from: British Prime Minister Keir Starmer said he would resign, paving the way for…

A new era  César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review At his first monetary policy meeting as Federal Reserve Chair, Kevin Warsh slashed the post-meeting statement from 341 words to 130 words, marking a regime change in communications at the…

Warsh out César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review The US and Iran said they had reached a framework agreement to end their war and reopen the Strait of Hormuz, a preliminary pact that sent oil prices lower. The…

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…

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…