By ODDO BHF AM In this new monthly Fund Insight, we want to discuss the importance of innovation in technology companies. In particular, through the analysis of two case studies, we want to show how much the lack of innovation costs shareholder...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management It was a week that ultimately ended with disappointment. When the Reserve Bank of Australia chose to raise rates by a less than expected 25bps last Monday, the markets wanted...

Source: Pictet Barometer After an eye-watering year so far, and another 9% fall in global equities in September, risk appetites are at record lows. Those hoping for a rebound shouldn’t overlook how consumers are tightening spending, banks are ...

Pierre Debru, Head of Quantitative Research and Multi Asset Solutions, WisdomTree Short of a miracle, 2022 will be remembered as a pretty difficult year for investors. Stock markets have posted their worst first half in decades. Bonds hav...

César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management, on Macro hedge funds, Short-duration investment-grade credits in the US and Asia & Volatility as an asset class. 1. Macro hedge funds High volatility across asset cla...

Frederik Ducrozet, Head of Macroeconomic Research Pictet Wealth Management, Jean-Pierre Durante, Head of Applied Research Pictet Wealth Management, Julien Holtz, Emerging Market Strategist Pictet Wealth Management, Axel Roserens, Junior Economist ...