Below is a comment by Frederik Ducrozet, Head of Macroeconomic Research, and Nadia Gharbi, Senior Economist at Pictet Wealth Management following yesterday's ECB meeting. We don’t have much to add to our preview below, after the ECB delivere...

Union Bancaire Privée, UBP SA (“UBP”) has onboarded a new credit alternative fund on its alternative UCITS platform, U ACCESS (Ireland) UCITS Plc. Launched in partnership with Brigade Capital Management L.P. (“Brigade”), a leading global investmen...

Jacques Henry, Head of Equities, Djâafar Aballeche, Senior Cross-Asset Specialist, Pictet Wealth Management. The economic environment in 2022 was particularly unfavourable for M&A. The war in Ukraine, soaring energy prices and rising inf...

ECB preview The ECB meets tomorrow to change monetary policy. I expect a 50 bps rise and hawkish communication. The recent data, both on the core CPI inflation and activity side have surprised to the upside since December and support more hawkish...

After a tumultuous 2022 for global equity markets, many regions are now offering more attractive valuations. The U.S. and India, however, are the notable exceptions, highlighting the importance of global portfolio diversification during the year a...

The wisdom of crowds can be powerful. But in times of heightened uncertainty, it can be helpful to understand potential risks. At the moment, markets appear to be crystallising around a hopeful outlook for 2023. Asset prices suggest inflation w...