Articles


US Federal Reserve (Fed) Chair Jerome Powell’s speech, at the Jackson Hole Symposium, swiftly removed any hopes that the Fed will turn dovish in the coming months. As a result, US equity markets quickly reversed the gains that were posted earlier ...
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The rise in yields means that safe-haven bonds are part of the conversation again.
Lauréline Renaud-Chatelain, Pictet Wealth Management.
Government bond yields in the US and Europe have risen strongly since early August as the market has adj...
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César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management.
The death of Mikhail Gorbachev, architect of perestroika, seems grimly resonant with current events. Annual euro area inflation hit an all-time annual high of 9.1% in Augu...
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Pre-ECB commentary by François Rimeu, Senior Strategist, La Française AM
At the September meeting, we expect the European Central Bank (ECB) to raise interest rates by 75 basis points (bps).
Please find below what we expect:
The EC...
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According to Luca Paolini, Chief Strategist, Pictet Asset Management, “a soft landing for the global economy looks increasingly unlikely. Which means riskier asset classes could see further declines.”
Macro: It is too early to get sanguine abo...
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What is your work philosophy?
To be curious, to continue to learn and understand as much as possible. My aim is never to settle into a certain comfort level and above all not to be comforted in a situation or a pattern.
What is your best...
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