Even for politics junkies such as your humble servant, comes a time when saturation sets in. Since the French President of the Republic has in effect called for a “pause”, by conditioning the nomination of a new Prime Minister on some still elusiv...

Fragile France César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The week in review In a shortened week, the S&P 500 i put in a positive performance (+2.0% in USD), buoyed at the end of it by stats that sugge...

Pictet Alternative Advisors, the alternative investment business of the Pictet Group, announces that its direct private equity team has acquired Technology Services Group (TSG), a fast-growing provider of managed IT services in the UK. TS...

Conditions remain favourable for equity markets overall but we trim exposure to tech stocks following their stellar run. Asset allocation: Conditions still favourable for stocks How high can the market go? With global equities having r...

In his latest Macrocast Gilles Moëc, AXA Group Chief Economist and Head of AXA IM Research, discusses the surprising outcome of the French elections and the difficulties around forming a majority cabinet. While the results of the French electi...

New US home building and sales of existing homes have gone in opposite directions this year. A change in interest rates could restore their historic correlation. Most of this week’s Chart Room shows what you’d expect to see: a positive co...