Articles


This month, we take a look at the radical evolution that OpenAI is currently undergoing. As the creator of the ChatGPT language model, OpenAI sparked the general public's interest in AI. It is now at the heart of one of the world's largest e...
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This month, we focus on the integration of Artificial Intelligence into consumer electronics products, in particular personal computers (laptops or otherwise) and cell phone handsets. Apple 's launch of the iPhone 16, its latest cell phone,...
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An attractive carry.
Lauréline Renaud-Chatelain, Fixed-income strategist Pictet Wealth Management.
Emerging market (EM) local currency (LC) sovereign bonds have had a tough first half of the year, mostly because of the weakening of EM ...
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Xi’s “whatever it takes” moment?
César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management.
THE WEEK IN REVIEW
Chinese stocks had their strongest week since 2008 after extensive new economic stimulus was unveiled and the ...
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The European Union will vote tomorrow on the introduction of tariffs on Chinese Electric Vehicles (EVs). Kevin Thozet, a member of the investment committee at Carmignac, considers the recent headwinds facing the European auto sector and looks ahea...
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Euro area headline inflation dropped to 1.8% yoy in September (-0.4pt), slightly above our forecast but below consensus (2%). Energy deflation accounts for most of the deceleration (-6% yoy) but core inflation decelerated to 2.7% yoy (-0.1pt). It ...
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