DATA CENTERPOWER CONSUMPTION 40% of global data centers are located in North America, mainly in USA, half of which being located in few states. While Western Europe accounts only for 26% of this global distribution as of today, one could ...

Rate cuts delayed not derailed Below you will find a new commentary by Xiao Cui, CIO Office & Macro Research, Pictet Wealth Management. Recent macro data have come in line with our expectations. Growth remains solid but not reaccel...

UK elections on 4 July César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW It was a rocky week for US equities, with the cheer generated by blockbuster earnings from the world’s main AI-related ...

Europe has a far bigger pool of stocks that are currently trading on attractive multiples than the US. The message from this week’s Chart Room is simple. If you’re looking for value stocks, Europe is a much better hunting ground right now than ...

Here is a new comment from Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, on euro area wages following today’s (strong) number, and below a short summary. Euro area negotiated wage growth surprised to the ...

Three British economists - Paul Marsh and Mike Staunton of the London Business School and Elroy Dimson of Cambridge University - have undertaken a painstaking task: they have traced 35 stock markets around the world back as far as possible t...