Pictet Asset Management The lack of a resolution to Russia's invasion of Ukraine, rising bond yields and fresh Covid uncertainty in China encourage caution. Asset Allocation: no spring thaw With the Russia-Ukraine war entering its second ...

By François Rimeu, Senior Strategist, La Française AM At the time of writing (04/04/2022), the gap is closing between Emmanuel Macron and Marine Le Pen with the latest polls showing a small lead for the current president. Even if a Le Pen v...

Asset Allocation & Macro Research - Pictet Wealth Management Faced with worker shortages, the US will also have a big hike to deal with. The highlight of the US employment report for March was the sharp drop in the unemployment rate to ...

As ongoing supply chain issues from Asia and eastern Europe continue to impact supply and drive-up costs, firms producing discretionary or durable goods may soon find that consumers are becoming far less tolerant of price increases. Firms ...

Asset Allocation: We remain neutral on global equities overall but are prepared for new bouts of volatility and downward revisions to earnings. We are overweight the Japanese and Swiss equity markets – the former because it is cheap, the latter be...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Biden opens the taps Key central banks last week received further data reinforcement for hawkish shifts in monetary policy. European inflation numbers came in worryingl...