Articles
26 Jul 2024
We expect the BOJ to hike again this year and beyond
Zhennan Li, Senior Asia Economist, Pictet Wealth Management.
We expect the Bank of Japan (BoJ) to tighten its monetary policy again this year, with the overnight call rate rising...
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25 Jul 2024
Central banks are starting to deliver cuts. This indicates now may be a good time to add some duration to portfolios to potentially enhance returns. However, the data continues to fall into place only gradually and politically induced volatility p...
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25 Jul 2024
Central banks are starting to deliver cuts. This indicates now may be a good time to add some duration to portfolios to potentially enhance returns. However, the data continues to fall into place only gradually and politically induced volatility p...
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24 Jul 2024
Dong Chen, Chief Asia Strategist and Head of Asia Research Pictet Wealth Management.
Japanese stocks are known for their diversification qualities. Additionally, they provide an opportunity to gain exposure to quality growth firms that be...
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23 Jul 2024
Laurent Denize, Global Co-CIO, ODDO BHF AM.
"Overall, when we consider the global outlook, the environment is a rather supportive one for risky assets. However, there are plenty of concerning developments below the surface leading to down...
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23 Jul 2024
Out of the race
César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management.
The week in review
Last week saw a stark contrast between US small-cap and equal-weight indexes on the one hand and generic stock indexes on the o...
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