The Fed is set to pave the way for a first rate hike in March and could provide details of plans to shrink its balance sheet. Thomas Costerg, Pictet Wealth Management. At the end of this week’s Federal Open Market Committee (FOMC) meeting,...

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...

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...

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...

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...

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...