As needs for energy-efficient sustainable buildings are rising, awareness about poor air quality is increasing, and building automation demand through IoT (Internet of things) and smart homes is growing, HVAC could be an interesting position...

The Fed wants to cut César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW The generally dovish tone of central bank comments last week—with rate cuts still on the cards in June in the US, the eur...

Demand for Chinese 30-year government bonds has never been so strong. Investors are hoping to lock in higher yields as the market ramps up bets that the PBoC will cut interest rates to support the country’s economic recovery. Ultra-long bonds -...

Most central banks confirmed their easing bias. By Frederik Ducrozet, Head of Macroeconomic Research at Pictet Wealth Management. Most developed central banks unambiguously confirmed their easing bias this week. The Swiss National Ban...

ODDO BHF Asset Management. BAD HABIT IN FINANCE DEPARTMENT The reporting season for the last quarter has once again brought to light a bad habit of many companies' finance departments: the art of creative accounting. In our view, this ...

You will find below a commentary by Xiao Cui, Senior Economist at Pictet Wealth Management, reacting to yesterday's Fed meeting. The FOMC boosted its growth and inflation projections, but the median dot for 2024 stayed at three cuts. Th...