César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. A big reporting week Last week, the Chinese central bank cut its prime lending rate by 10 basis points in the latest attempt to support the embattled Chinese property s...

Melda Mergen, Global Head of Equity Columbia Threadneedle Investments. The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for eq...

Dong Chen & Ling Chen, Pictet Wealth Management. Our 4.5% GDP growth forecast for 2022 remains unchanged for now but may be subject to upside revision in view of policy support. Chinese GDP in Q4 rebounded on the back of a solid recover...

Looking for a comfortable spread cushion Lauréline Renaud-Chatelain, Pictet Wealth Management Rising government bond yields and bullish equity markets mean US and euro high yield (HY) bonds outperformed their investment-grade (IG) counterparts...

La Financière de l’Echiquier (LFDE) added an impressive net €920 million to funds under management in 2021, building on a record EUR 1.7 billion net inflow in 2020. Assets under management stood at EUR 14.5 billion at 31 December 2021, compared to...

Flexibility in portfolios will be key to navigating the fully charged environment in 2022. César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The chameleon is a wonderful reptile that is commonly associated with an ability...