FinInfo – Page 2

Investing

Inflation anticipation

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review The S&P 500 rose by 3.6% over the week, reaching a new all-time high. As well as ongoing fabulous earnings momentum (with most companies now having reported, 84% of constituents beat estimates and…

EFI12 August 2026

Investing

Living longer requires an investment portfolio that generates income

Life expectancy continues to rise. While this is undoubtedly good news, it also presents a challenge for investors: accumulated wealth has to last much longer. Whereas the primary focus used to be on growing capital, generating a stable income stream from investments is becoming increasingly…

EFI11 August 2026

Investing

Staying the course on equities

Pictet Asset Management Equity markets have further to run thanks to strong earnings, resilient economic growth and continued investment in AI. Asset allocation: remaining pro-risk The global equity rally may have stuttered in July, but we view this as a pause rather than a finale.…

EFI07 August 2026

Investing

Allianz Global Investors to Acquire UOB Asset Management for €376 Million

Allianz Global Investors (AllianzGI) has entered into an agreement to acquire UOB Asset Management (UOBAM), the asset management arm of Singapore-based UOB Group. Both parties announced the deal on 5 August. Valued at SGD 555 million (around €376 million), the transaction significantly strengthens AllianzGI's presence…

EFI05 August 2026

Investing

Situational (mis) awareness

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Situational Awareness, an artificial intelligence (AI)-focused hedge fund, sold the bulk of its public stock to rival Citadel after being hit by heavy losses as AI momentum in markets unwound. The forced sale…

EFI05 August 2026

Investing

Will China rule Artificial Intelligence like it does Electric Vehicles?

Christopher Seilern, Senior Equity Analyst, Pictet Wealth Management. The US’s longstanding leadership in technological innovation is being challenged. Not only is China already at the vanguard in everything to do with electrification and clean energy, it’s also making giant strides in catching up with the…

EFI31 July 2026

Investing

Grant Thornton Advisors to Acquire CBIZ for $5 Billion

Deal creates the fifth-largest professional services, tax and advisory provider in the U.S. Grant Thornton Advisors LLC, together with its affiliates ("Grant Thornton Advisors"), New Mountain Capital and CBIZ, Inc. (NYSE: CBZ) ("CBIZ") announced a definitive agreement under which Grant Thornton Advisors will acquire CBIZ…

EFI31 July 2026

News

The Real AI Bottleneck Isn’t Compute, It’s Memory

Market sentiment around artificial intelligence continues to swing between fear and euphoria on a weekly basis. Headlines shift from "bubble" to "breakthrough" within days of each other. We prefer to look past the noise and focus on the underlying facts, because the data tells a…

EFI30 July 2026

Power shift: investing in the electrification megatrend

Biggest oil deal in history

Transition finance: A key tool for transforming the global economy

Inflation anticipation

Living longer requires an investment portfolio that generates income

Staying the course on equities

Allianz Global Investors to Acquire UOB Asset Management for €376 Million

Situational (mis) awareness

Will China rule Artificial Intelligence like it does Electric Vehicles?

Grant Thornton Advisors to Acquire CBIZ for $5 Billion

The Real AI Bottleneck Isn’t Compute, It’s Memory

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