EFI

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review The risk premium for French government debt versus Germany, or the spread, widened last week as investor concerns grew about France’s fiscal credibility. The 10-year OAT-Bund spread widened to around 150 basis…

The outlook for copper remains positive. Growing demand for the metal is being driven by investment in electricity grids, electric vehicles and AI data centres. At the same time, supply continues to lag behind, according to Asad Farid, Portfolio Manager at Bank J. Safra Sarasin.…

Allianz Global Investors believes the global economy is entering the final quarter of 2026 with renewed momentum. Inflation remains stubborn and central banks are keeping policy tight, but the asset manager still sees a supportive backdrop for investors who stay selective and well diversified. After…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review In a new application of artificial intelligence (AI), Meta launched a personal agent, called Muse, which can connect to tools including email, calendars and exercise apps. The agent promises to be “stickier”…

Rozenn LE CAINEC, Co-Head of Multi Assets, Rates & Credit Specialties, LBP AM In an environment marked by persistent uncertainty and increasingly diversified expectations among investors, multi-asset funds play an increasingly important role in wealth management. Open-ended funds or segregated mandates, these solutions offer flexible frameworks…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Treasury bond yields ended the week near multi-year highs after the US consumer and producer price indices (CPI and PPI) remained elevated, raising expectations the Federal Reserve will hike interest rates this…

Yann Giordmaïna, Head of Value and Manager, LFDE. Whatever the market conditions, one principle remains never changes: valuation. This safety net is especially central in that markets currently appear driven by exaggerated flows and a form of exuberance that is not always rational. Through a…

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review US employment and services sector data came in stronger than expected, but it will be this week’s consumer price inflation (CPI) figures that will be crucial for the Federal Reserve’s decision on whether…

Pictet Asset Management With corporate profit growth at remarkably healthy levels, we expect the stock market to add to its strong gains over the coming months. Asset allocation: earnings growth too powerful to ignore It makes sense to ask whether stocks can add to the…