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AI, inflation, the dollar: what opportunities for investors?

AI, inflation, the dollar: what opportunities for investors?
  • Sphere

    Sphere

  • Daniel Varela

    Daniel Varela Chief Investment Officer

AI, inflation, the dollar: what opportunities for investors?

“Valuations are high, but remain far from the excesses seen during the dot-com bubble”

In an interview with Sphere, Daniel Varela, Chief Investment Officer at Piguet Galland, shares his analysis of the key trends currently shaping financial markets.

As investors continue to assess the outlook for interest rates, the US dollar and inflation, he highlights the opportunities emerging in bond markets and outlines his long-term investment perspective.

He also discusses the development of artificial intelligence, which he believes continues to support market growth despite elevated valuations in certain segments. Beyond the major technology stocks, Daniel Varela identifies several promising long-term themes, including reindustrialisation, energy and healthcare.

Read the full interview in Sphere (french only)

Authors

  • Sphere

    Sphere

    linkedIn
  • Daniel Varela

    Daniel Varela

    Chief Investment Officer

    linkedIn

    A graduate of the University of Geneva in Business Administration with a specialisation in finance, Daniel Varela began his career in 1989 as a fixed‑income portfolio manager. He joined Banque Piguet & Cie in 1999 as Head of Institutional Asset Management, also overseeing the Bank’s fixed‑income analysis and management. In 2011, he took charge of Piguet Galland’s investment strategy and the Investment Department. He has been a member of the Executive Committee since January 2012, serving as Chief Investment Officer.

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