Sovereign Investors’ Snapshot Survey: US, China, and the Rise in Private Credit - Sovereign investors still attracted to the US but recent policy volatility has led to growing concerns over the impacts of a tariff war on inflation and increasin...

Please find below a new comment from Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, ahead of tomorrow’s Fed meeting. The policy rate should remain on hold. However, the Federal Reserve is expected to downg...

Stagflation fears César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Stock markets fell last week, and volatility surged on uncertainty over President Trump’s tariff and cost-cutting measures. A deteriorating economi...

Far from the post-U.S. election consensus, since the beginning of the year, Europe appears to be taking its revenge on Wall Street. Anthony Bailly, Head of European Equity & Vincent Iméneuraët, European Equities Portfolio Manager Roth...

Clément Inbona, Fund Manager, La Financière de l’Échiquier. Forget the Magnificent Seven, that exclusive club of US mega-stocks linked, in particular, to the tech and AI sectors. The new stock market darlings are “Le(s) S.T.A.R.S” – Leo...

Emerging market economies are proving to be far more resilient than in the past thanks to healthier fundamentals than most investors realise. By Lola Saugy, Quantitative Economist, (Lead on Latin America) Pictet Asset Management. Emerg...