Articles
18 Mar 2025
Clément Inbona, Fund Manager, La Financière de l’Échiquier.
Forget the Magnificent Seven, that exclusive club of US mega-stocks linked, in particular, to the tech and AI sectors. The new stock market darlings are “Le(s) S.T.A.R.S” – Leo...
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14 Mar 2025
Emerging market economies are proving to be far more resilient than in the past thanks to healthier fundamentals than most investors realise.
By Lola Saugy, Quantitative Economist, (Lead on Latin America) Pictet Asset Management.
Emerg...
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14 Mar 2025
Co-investment is a fast growing area of private equity – and one in which we have over three decades of experience. Find out more about our approach.
By David Maréchal Deputy Head of PE & Co-Head of Europe Pictet Asset Management.
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13 Mar 2025
Germany steps up
César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management.
German Chancellor-in-waiting Friedrich Merz and his probable coalition partners agreed a jumbo fiscal package for Europe’s largest economy last week...
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12 Mar 2025
François Rimeu, Senior Strategist, Credit Mutuel Asset Management
Significant increase in defence budgets in Europe
At the end of January we wrote that the risk surrounding the trade war seemed underestimated on equities, in particular wit...
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10 Mar 2025
François Rimeu, Senior Strategist, Credit Mutuel Asset Management
Crédit Mutuel Asset Management is an asset management company of Groupe La Française, the holding company of the asset management business line of Credit Mutuel Alliance Fédéra...
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