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MLI

InvestingMarket comments

Energy revolution: Don’t be lost in transition

Laurent Denize, Chief Investment Officer ODDO BHF Asset Management & Global Co-CIO ODDO BHF Every conversation today seems to revolve around the disruptive impact of artificial intelligence. And rightly so. We are witnessing a profound technological revolution that has the potential to reshape not only…
MLI
17 July 2026
InvestingMarket comments

A new world (dis)order

This year, the relentless flow of financial news and geopolitical events can feel overwhelming. In the first quarter of 2026, geopolitical developments related to Venezuela, Greenland and Iran contributed to heightened market volatility. During the same period, artificial intelligence tools showed their potential to disrupt…
MLI
17 July 2026
Market comments

Riding the Tech Wave

Laurent Denize, Chief Investment Officer ODDO BHF Asset Management & Global Co-CIO ODDO BHF It was an IPO for the history books: the space and AI company SpaceX launched with an issue price of $135 per share and recorded significant gains on its very first…
MLI
23 June 2026
InvestingMarket comments

A blockbuster year for IPOs

Pictet Asset Management A new wave of major technology initial public offerings (IPOs) this year is poised to reshape the investment landscape. SpaceX, OpenAI, and Anthropic are preparing to go public, with SpaceX’s anticipated listing potentially set to become the largest on record. These offerings…
MLI
02 June 2026
Market comments

Looking beyond the conflict

Laurent DenizeChief Investment Officer ODDO BHF Asset Management & Global Co-CIO ODDO BHF Since US President Donald Trump has been seeking to de-escalate the Iran conflict through a ceasefire that has been extended several times, the financial markets have been in a phase of heightened…
MLI
21 May 2026
Investing

Seven trends to watch in 2026 and beyond

Pictet’s Ahead 2026 report highlights the most prominent trends in science, technology, and sustainability that will shape economic growth and investment. 1) Health in the era of longevity The world’s population is getting older so the challenge is to ensure that those extra years are…
MLI
13 May 2026
Market comments

Strait talk

Trump-Xi to meet again César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management US President Donald Trump travels to Beijing for talks with China’s Xi Jinping starting on Thursday, as the world watches to see whether they can reach a common approach on Iran. Last…
MLI
12 May 2026
Investing

Prospects for US, emerging market stocks remain strong

Pictet Asset Management presents its May barometer. Even though there is no end in sight to the Iran conflict, the outlook for both emerging market and US equities remains positive; we upgrade both to overweight. Asset allocation: calm after the storm The storm that shook…
MLI
11 May 2026