Skip to main content
search
News

Taking on more duration

With interest rates set to tumble, top-quality bonds of longer duration make sense By Pictet Wealth Management CIO Office and Macro Research. In today’s market environment, we see merit in being ready to move away from cash and into quality fixed-income investments to capture the…
LFI
21 February 2024
a robot holding a gun next to a pile of rolls of toilet paperNews

Fund Insight : ODDO BHF AM Artificial Intelligence

Story of the month As listed companies begin to publish their financial results for 2023, we want to take the pulse of the adoption of generative AI, as it appears in these announcements. To do this, we use three metrics: 1) revenues from the public…
LFI
21 February 2024
a very tall building with a dome on top of itInvesting

Weekly View: Goldilocks again ?

Bumpy ride towards 2% inflation César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. A batch of US economic reports last week cheered investors looking for signs of a “Goldilocks” scenario, where activity slows enough to keep further interest rate hikes at bay without pointing…
LFI
21 February 2024
green circuit boardInvesting

Monthly investment brief

AI: fad or margin effect ? " Maintaining net margins at high levels appears largely subject to the rapid and continued spread of productivity gains associated with AI." A disappointing earnings season (for now) For the first time in 10 years, European companies are reporting…
LFI
21 February 2024
low angle photography of airplane flying over buildingNews

Weekly View: Goldilocks grips US

S&P5000 César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Two remarkable things happened last week: Taylor Swift touched down after a whirlwind trip from Tokyo just in time to see her boyfriend’s team win the Super Bowl and, with a…
LFI
14 February 2024
Opinion

Flash Note – How do US elections impact monetary policy ?

Rate cuts, fiscal policy, and the Fed Chair Below you will find a new commentary by Xiao Cui, Senior Economist Pictet Wealth Management, on the US elections and how they will affect monetary policy. As the November election approaches, two common perceptions we hear often from investors…
LFI
14 February 2024
low-angle photography of man in the middle of buidlignsInvesting

Barometer: A tactical opportunity emerges in equities

As inflation continues to slow and economic growth remains resilient we upgrade stocks to overweight as part of a tactical move. Asset allocation: window of optimism For once, it has been quite a positive start to the new year – at least as far as…
LFI
09 February 2024
gray concrete spiral roadInvesting

Weekly View: More confidence needed

Slowdown ? What slowdown ? César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW The Fed’s dousing of hopes for a March rate cut, renewed fears around some regional banks in the US and underwhelming tech earnings meant that stocks struggled…
LFI
07 February 2024
white SUV on roadNews

Flash Note – US macro update: employment

US Employment: If last month was goldilocks, this month is re-acceleration Below you will find a new commentary by Xiao Cui, Senior Economist Pictet Wealth Management, on US employment. Nonfarm payrolls blew street forecasts out of the water, coming in hot at 353k (vs. expectation of 185k).…
LFI
05 February 2024