Articles


Central Bank Halloween
César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management.
Last week, the US GDP growth figure for Q3 came in lower than expected, while prices moved higher than anticipated and the US Employment Cost Index u...
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NN Investment Partners (NN IP) is a member of the Net Zero Asset Managers Initiative (NZAM) and is committed to support the goal of net zero greenhouse gas (GHG) emissions by 2050, in line with efforts to limit global warming to 1.5°C. As part of ...
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By Peter Garnry, Head of Equity Strategy at Saxo Bank
Peter Garnry
Equities are defying all negative forces from China slowing down, inflation pressures building, commodities rallying, and yields moving higher. In the short term it seems invest...
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Over the next few weeks, world leaders will gather at the COP26 summit in Glasgow as they continue to set a course for global greenhouse gas emissions to reach net zero by 2050. At the same time, a global shortage of natural gas due to low stockpi...
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The race to decarbonise is constraining investment in long-cycle energy projects and could push oil prices even higher, although the adoption of green technologies will ultimately lead to lower demand over the longer term.
Oil markets have be...
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While moves to expand welfare spending has spooked markets, we are tactically neutral on Brazilian equities as a lot of negative news has already been priced in.
Julien Holtz & Luc Luyet, Pictet Wealth Management
Faced with plunging appr...
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