In the past 5 years, the market capitalisation-weighted MSCI Emerging Markets Index has been driven by the rally in hyper-growth stocks that have benefited from the structural shift in the global economy. Similar to the highly covered FAANG comple...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Lift off Last Wednesday, the US Federal Reserve raised short-term rates (to a range of 0.25-0.50%) for the first time since late 2018 and promised to continue doing so ...

The Thematic Advisory Board of Pictet Asset Management Private companies have a key role to play in improving access to water and sewage services across the emerging world. Water scarcity is becoming an ever more urgent problem. Resources ar...

The authorities have promised to step up supportive policy efforts, but with plenty of headwinds remaining, we are sticking for now with our growth forecast of 4.5% in 2022. Dong Chen and Ling Chen, Pictet Wealth Management. Activity data ...

As the appalling human cost of the war in Ukraine continues to grow, the knock-on effects for the global economy are also becoming clearer. Higher costs and further disruption to supply chains are the immediate global economic impacts of the war ...

But despite the cushion provided by real assets, endowment funds will find it hard to replicate this performance in 2022. Djâafar Aballeche and Jacques Henry, Pictet Wealth Management. The performance of US endowment funds was very strong i...