Nadia Gharbi, Senior economist Pictet Wealth Management. The euro area economy has been surprisingly resilient since the start of the war in Ukraine in February. This can be partially attributed to the post-pandemic rebound in some service i...

Review – No conciliatory end to the year Market review & Outlook by J. Safra Sarasin The month of December is typically the time to look back not only on the past month, but on the whole year. Hence the sorting according to annual perfor...

Jacques Henry, Head of Equities Pictet Wealth Management. 2023 could be an odd year with a shallow recession but with persistent inflation leading potentially to positive sales growth. Cash return to shareholders through buybacks and divid...

By Ole Hansen, Head of Commodity Strategy at Saxo Gold together with silver and platinum are among a few commodities trading up as a new year gets under way. Gold’s newfound resilience and momentum from December has been carried over to Ja...

Pictet Asset Management has released its January Barometer. According to Luca Paolini, Chief Strategist, Pictet Asset Management, “The global economy continues to face challenges – weak growth and tightening monetary conditions – however, there ar...

By Peter Garnry, Head of Equity Strategy at Saxo Peter Garnry This year will go down in history as the year when unconstrained globalisation from 1980-2021 ended brutally with Russia launching an invasion of Ukraine illuminating the fact t...