Pictet Asset Management expects commodities, private markets and Emerging Markets to drive investor returns over the next five years. In its 10th edition of Secular Outlook, the Pictet Asset Management flagship report that provides a five-year ...

By Christopher Dembik, Head of Macroeconomic Research, Saxo Bank Tomorrow’s ECB meeting will open the door to an interest rate hike in July – the first time since 2011. Christopher Dembik Expect the ECB to announce an end to its bond...

Frederik Ducrozet, Head of Macroeconomic Research, en Nadia Gharbi, Senior Economist Pictet Wealth Management. Rushing for the NIRP exit. Our baseline scenario is for the ECB to hike by 25bp in July, September, and December, bringing the dep...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Markets started last week on a better footing as some Federal Reserve officials alluded to the possibility of pausing interest rate rises in September. But other US central...

By François Rimeu, Senior Strategist, La Française AM The European Central Bank (ECB) will hold its quarterly press conference on June 9. ECB Chair Lagarde has built a consensus for a gradual approach to policy normalization. The Committee ...

The extended U.S. dollar rally has been both a cause and symptom of global risk-asset volatility in recent quarters. Global macro shocks and expectations for aggressive Federal Reserve (Fed) tightening intensified the bull run in early 2022, exace...