Articles


What is the philosophy that guides your management / work?
Our philosophy is to select equities with a high level of quality and therefore less risk combined with a long-term investment horizon. The picked stocks have to meet five criteria:...
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By Pictet Asset Management
1. Focus on food security
The recent supply chain disruptions – and the resulting empty supermarket shelves – have put the spotlight on food security. Advanced agricultural technology and improved logistics are ke...
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What is your management/work philosophy?
After all these years, I have learned to constantly question myself. Managing is almost like starting over every day. It’s very important to not deviate from your strategy. You have to be open to new tr...
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Spurred on by the latest news, we wanted to show in this monthly flash info edition how and why video games, which is one of the usual sectors of ODDO BHF Artificial Intelligence, experienced an unprecedented series of mergers and takeovers in the...
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Luc Luyet, Currency Strategist, and Alessandro Cortese, Foreign Exchange Strategist, Pictet Wealth Management.
ECB's hawkish pivot improves euro's outlook :
The hawkish shift in ECB rhetoric at its February monetary policy meeting sugge...
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Dara White, Global Head of Emerging Market Equities Columbia Threadneedle Investments.
As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets (EMs). From a top-down perspective, regulation noise in Ch...
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