On the eve of Earth Day 2022, Pauline Grange and Jess Williams Companies analyse the four environmental themes for the next decade. The economist Joseph Schumpeter developed the theory of innovation cycles or waves, using the term “creative ...

Christoph Courth, Global Head of Philanthropy Services 2021 proved to be an interesting year for philanthropy, with record levels of capital having likely to have been mobilised across the globe in a variety of ways, tackling a multitude of is...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Major central banks kept markets busy, starting with the European Central Bank (ECB), which failed to add clarity around any future interest rate hikes. This drove the eur...

Natasha Ebtehadj, Portfolio Manager, Global Equities Columbia Threadneedle Investments. Peace is like cement: you don’t necessarily see its benefits but it holds everything together. It is the foundation of geopolitics and markets that have bee...

César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management, on Japanese equities, Commodity currencies & Investment-grade credit. 1. Japanese equities Now “too cheap to ignore”, Japanese equities are well positioned to benefi...

Gold has proved quite resilient to the rise in US real rates and could maintain its attractions over the medium term. Luc Luyet, Pictet Wealth Management Since the US 10-year real rate reached a trough on 8 March 2022, gold has lost roughly ...