"The outcome of the Italian Presidential election (Mattarella re-elected and Draghi remaining PM) is the best-case scenario for Italy in the next 12 months. As such, BTPs should benefit from the expected stability and the integrity of the two majo...

With four 25 bps rate hikes on the cards this year and the Fed looking at reducing its balance sheet, we expect US Treasury yields to rise further in the coming months. Thomas Costerg & Lauréline Renaud-Chatelain, Pictet Wealth Management. ...

Gabriel Micheli, Investment Manager of the Pictet-Global Environmental Opportunities fund, gave an update on the fund’s performance in 2021 and presented the outlook for the environmental theme in the coming months during a webcast Whether t...

The severity of the market correction reflects an increasingly risk-off investor sentiment, hitting expensively valued growth stocks and speculative assets like cryptocurrencies particularly hard. Meanwhile, more value-oriented stocks in areas of ...

Since early January, we have seen sharp pressure on momentum and real rate sensitive sectors of the equity market, coupled with some moderate gyrations in credit as risk-on sentiment has turned. The key trigger point has been the rapid shift in na...

How much further can the US housing market rally run? Ultralow interest rates and a strong consumer balance sheet are fueling recent US home price gains, boosting broader growth in the world’s biggest economy and, more recently, making rising infl...