César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. After 16 years under the leadership of Angela Merkel, Germans went to the polls yesterday to choose their next government. Merkel’s party alliance, the centre-right CDU/CSU, s...

But the company’s debt issues have repercussions for the wider real estate sector, for China’s credit and equity markets, and for its economic growth model. Julien Holtz, Pictet Wealth Management. Evergrande’s troubles cast doubt over the en...

Marco Willner, Head of Investment Strategy at NN Investment Partners comments on the German election results: ‘’In Berlin, there are currently many indications that the next government will consist of a traffic light or Jamaica coalition. ...

By Dr. Tobias Burggraf, Portfolio Manager at Ethenea Independent Investors S.A. Dr. Tobias Burggraf Yesterday evening at 6 p.m. sharp, the polls closed and Germany elected a new Bundestag. The preliminary final results show the SPD with 25.7%, ...

Household spending and industrial production weakened in August, while property investment continued to lose steam. Our growth forecast for China faces downside risk. Dong Chen and Ling Chen, Pictet Wealth Management. Despite strong export per...

Positive yields and falling spreads mean we are relatively more upbeat on Italian and Spanish debt than on euro government bonds in general. Nadia Gharbi and Lauréline Renaud-Chatelain, Pictet Wealth Management. Mario Draghi’s appointment as...