In 2018, in the wake of COP21, the European Commission adopted an action plan to integrate the sustainable transition into the economy in real-world terms. The action plan included a new standard – called a “taxonomy” – for determining the “sustai...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Last week confirmed a number of trends, including slowing economic growth and central bank hawkishness. Chinese economic indicators were generally weak, with retail sales, ...

Christophe Donay, Head of Asset Allocation & Macro Research - Nadia Gharbi, Senior Economist - Jacques Henry, Team Leader – Cross-Asset et Julien Holtz, Emerging Markets Strategist Pictet Wealth Management. For the 10th time, Pictet Wea...

With economic growth concerns mounting, fixed income investors need to consider shifting from low to high quality credit. More attractive valuations and less upward pressure on bond yields should make this transition more appealing. Q1 202...

Richard Colwell, Head of UK Equities Columbia Threadneedle Investments. It’s been a volatile start to 2022, with the conflict in Ukraine creating huge disruption in oil markets, and adding to ongoing pressures seen in markets already dealing wi...

As major central banks turn hawkish to combat rocketing inflation, some investors are wondering if the uber-dove BoJ might be next. Don’t bank on it. There have been several trades that have received the moniker ‘widow-maker’, but arguably none a...