ECB: The first cut, but not the deepest cycle Bottom line: Unlike the Fed, the case for a first ECB rate cut in June has strengthened. But the jury is still out on the pace of cuts afterwards. Investors should keep the big picture in mind: rate...

Next stop June: we expect a rate cut of 25 basis points As expected, the European Central Bank (ECB) opened the door to a first rate cut today, although the final decision will depend on the inflation outlook, the underlying inflation trend a...

By Alexandre Tavazzi, Head of CIO Office and Macro Research, Pictet Wealth Management. With the Fed on course to cut rates, a resilient US economy and improving corporate earnings, we have just gone through the best Q1 in five years for r...

By providing the infrastructure to store, process and distribute data, data centers are becoming a growing source of energy demand. While they consumed around 300 TWh of electricity in 2022 (i.e. 1.1% of the total), the large-scale adoption ...

With banks curtailing lending, private debt can step in to support healthy companies. Andreas Klein, Head of Private Debt, Pictet Asset Management. Scarcity of capital and higher funding costs make today’s credit backdrop extremely diffi...

Allianz Global Investors (AllianzGI), one of the world’s leading active investment managers, has announced today that it intends to cast its proxy vote against item 6, Climate Transition Action Plan and 2023 Progress report at the upcomi...