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...

Growth stocks have undergone strong corrections. Monetary tightening is penalizing tech companies while the highly innovative security sector is suffering. A salutary correction? An entry point? A change of regime? Alexandre Mouthon, member of...

Direct lenders are funding a growing proportion of the European mid-market, with the smallest deals seeing the biggest rise. One of the biggest shifts in the investment landscape of the past decade has been the rise of private credit. For its pro...