China's luxury goods market is set to benefit from considerable pent-up demand as the country emerges from its Covid lockdowns. Written by Pictet Thematic Advisory Board Beijing’s decision to drop its draconian zero-Covid policy and ins...

By Peter Garnry, Head of Equity Strategy at Saxo The keyword for our team after the Powell speech is 'recession by design' as the Fed has clearly moved closer to panic mode indicating a willingness to push the policy rate higher than previ...

Equities in China have delivered a spectacular rebound since the country’s COVID reopening, with MSCI China up 37% in the four months ending February 2023. From here, the pace of demand recovery in China will be a critical driver for markets— impl...

Equities in China have delivered a spectacular rebound since the country’s COVID reopening, with MSCI China up 37% in the four months ending February 2023. From here, the pace of demand recovery in China will be a critical driver for markets— impl...

Following the completion of the acquisition last year, the integration has been progressing well with the leadership of NN IP joining Goldman Sachs in leadership positions and all investment teams having been integrated. The combined business is...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Inflation: up like a rocket, down like a feather Recent data has been confirming economies’ resilience and the need for central banks to keep tightening monetary polic...