Disney is a case in point of a company that is almost 100 years old but is now a pioneer in artificial intelligence (AI) in all its business lines. AI gives it a competitive edge in content creation, but also in its direct-to-consumer business (wh...

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. China’s high-yield bond crisis continued last week, with yields on the ICE BofA index of Chinese high- yield US dollar bonds moving above 18% at one stage last week, the highe...

Companies face a mix of transitory and structural inflationary pressures, according to Fidelity International’s latest analyst survey. Although most analysts believe inflationary pressures are more transitory, structural forces could keep pushing ...

Japanese stocks defied the negative performances seen elsewhere in developed markets in September and could outperform should global markets remain unsettled. Jacques Henry, Pictet Wealth Management Japanese stock indexes proved an exceptio...

Luca Paolini, Pictet Asset Management With China’s strong economic recovery from the pandemic at risk from the Evergrande debacle, investors should look to shore up their defences. We upgrade cash to overweight and keep our rating on equities unc...

A spike in the US dollar, a hawkish turn by central banks and an element of risk aversion have all conspired to put emerging market (EM) local currency debt under pressure. Looking at the Bloomberg EM Local Currency Liquid Index, there were only...