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...

Pictet Wealth Management’s latest positioning across asset classes and investment themes. Asset Allocation: While froth has been removed from equity markets, valuations are still not especially cheap in a number of sectors, especially given mar...

When considering responsible investing, many investors think about equities – either publicly listed or private. But this overlooks a key asset class: fixed income. Bonds arguably provide investors with greater influence over outcomes than equity ...