Skip to main content
search
All Posts By

EFI

Investing

Can markets go off the rails in 2026?

Elsa Fernandez, Product specialist & Philippe Lomné, Fixed Income Portfolio Manager Specialisation: IG Credit IG & Crossover Rothschild & Co Asset Management. In an economic environment where balances are being reshaped and uncertainty remains a constant, R-co Valor Balanced relies on a rigorous management process…
EFI
13 February 2026
Investing

Big in Japan

Tech tantrum César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The release of a new Artificial Intelligence (AI) tool by Anthropic fuelled a heavy sell-off in software stocks last week. The technology sector is experiencing creative destruction – with legal AI start-up Harvey AI, for…
EFI
12 February 2026
Investing

Is it the golden age for gold mines?

Charles-Edouard Bilbault, Global Equities Portfolio Manager, Rothschild & Co Asset Management. Even during periods of sharp increases, gold mining companies have rarely benefited directly from rising gold prices. But can the discipline they are now demonstrating, the rationalization of the sector, record prices, and a…
EFI
06 February 2026
Investing

Is the collapse in precious metals only temporary?

Grégoire KOUNOWSKI, Head of Advisory by Norman K. After suffering a historic fall since Friday (-10% for gold and -30% for silver), gold rose by more than 6% on Tuesday morning on futures contracts, while silver futures gained 12%. Shares and ETFs in international mining…
EFI
06 February 2026
Investing

EM stocks set to remain at top of leaderboard

Pictet Asset Management Looser monetary and fiscal policy should help equity markets build on their gains and we expect emerging market stocks to pull away from the rest over the near term. Asset allocation: outlook for equities remains positive Equity markets have seen a positive…
EFI
05 February 2026
Investing

New Fed chair

And the winner is…Kevin Warsh César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. US President Trump nominated Kevin Warsh as the next chairman of the Federal Reserve. Warsh has proposed a new Fed-Treasury accord aimed at redefining their relationship, and called for a reduction in…
EFI
04 February 2026
Investing

Green deal

Davos relief César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. US President Donald Trump agreed to the “framework of a future deal” over Greenland at the Davos forum and backed down from a threat to impose fresh tariffs on European countries over the Danish territory.…
EFI
28 January 2026