Asset Allocation & Macro Research Pictet Wealth Management. The rising level of anxiety felt by the Federal Reserve (Fed) about inflation will likely see it step up the pace of its rate hikes to +50 basis points (bp) when it communicates a...

Comment by Salman Ahmed, global head of macro and strategic asset allocation at Fidelity International “As expected, the Fed hiked rates by 50 basis points today and announced its quantitative tightening program. The overall tone was hawkish, b...

Stocks suffered a brutal sell-off in April but there are signs that investor positioning is overly bearish. Pictet Asset Management Strategy Unit. Asset allocation: technical indicators suggest calmer times ahead The investment climate ...

César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management on Pricing power companies, Commodity currencies & Real estate investment trusts (REITs). 1. Pricing power companies Rising prices around the world have created an inf...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Mayday Mayday The tech-dominated Nasdaq has been posting its worst performance since the 2008 financial crisis, with its top five companies losing a total of USD1.2 trn ...

Asset Allocation & Macro Research Pictet Wealth Management. Worried that inflation is becoming more broad based and that solid wage gains may perpetuate it further, the Federal Reserve (Fed) has strongly indicated its intention to up the pa...