Articles
09 Apr 2024
Payroll eclipse
César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management.
THE WEEK IN REVIEW
Last week was an unsettled one for markets rattled by geopolitics and doubts about the timing and extent of Fed rate cuts. The...
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08 Apr 2024
You will find below a commentary by Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, ahead of this Thursday’s ECB meeting.
With a majority of Governing Council (GC) members now seemingly united behind a firs...
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08 Apr 2024
Comments by Franck Dixmier, Global CIO Fixed Income at Allianz Global Investors.
The ECB is likely to maintain the status quo at its monetary policy meeting on 11 April.
But it should give some indication of a first rate cut, which we ...
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05 Apr 2024
In China’s slowing economy, sportswear remains one of a small number of industries underpinned by solid domestic demand. The disconnect between the sector’s improving fundamentals and depressed valuations creates opportunities.
It’s no easy tas...
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05 Apr 2024
- The new digital asset ETCs are the result of a strategic partnership with Galaxy, a financial services and investment management specialist in the digital asset and blockchain technology sectors
- The products track 1:1 the performance of ...
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05 Apr 2024
By Jurgen Vluijmans.
A workshop on private equity, organised by ODDO BHF AM in Paris, showed that private equity remains a fixture in a portfolio, but there are additional areas of focus.
Managing Director Jérôme Marie, responsible for...
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