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EFI
By In Investing

Power shift: investing in the electrification megatrend

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EFI
By In Investing

Biggest oil deal in history

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EFI
By In Investing

Transition finance: A key tool for transforming the global economy

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Investing

AI capex mistrust

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Yemen's Houthi militia widened the Middle East conflict by declaring a maritime blockade on Saudi Arabia and attacking tankers in the Red Sea. The escalation complicates President Donald Trump's effort to reopen the Strait of…
EFI
28 July 2026
Investing

Chip dip

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Semiconductor shares stumbled last week as investors reassessed the durability of the artificial intelligence (AI) boom. This marks the biggest correction in the momentum trade in five years. TSMC dropped more than 7% due…
EFI
22 July 2026
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
Investing

Is gold still a safe-haven asset?

‘Is gold still a safe-haven asset, or is it set to become an outdated asset once again?’ Investors who had been hoping that gold would act as a safe haven in recent months, despite heightened geopolitical tensions, have been disappointed. Under pressure from a more…
Daniel Pechon
16 July 2026
Investing

Hormuz, open or closed?

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Renewed fighting between the US and Iran pushed oil prices higher. US President Donald Trump insists the Strait of Hormuz is open; Iranian officials say it is closed. US inflation has surged to…
EFI
15 July 2026
Investing

German reform package agreed

César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review Germany’s ruling coalition presented a package of reforms including tax relief for lower-income families, a gradual rise in the retirement age and more flexibility in labour laws, which is key for start-ups.…
EFI
07 July 2026