Investing

Comments by Franck Dixmier, Global CIO Fixed Income at AllianzGI. The European Central Bank may have switched off autopilot, but inflation remains high, so we still expect another interest rate rise at its September meeting. Markets seem unprepared – a rate increase could lead to…

Enrique Diaz Alvarez, Chief Financial Risk Officer, Ebury. The US economy continues to defy the global downturn, and the dollar is reaping the benefits. Dismal July data from German factories and more jitters about the Chinese downturn slammed equities worldwide, but US Treasury yields marched higher anyway. Not surprisingly,…

Macroeconomy China’s difficulties have been weighing on sentiment elsewhere, with flash purchasing manager indexes for global manufacturing declining again in August. There has also been erosion in services indexes. And exports from leading trading nations declined for the third consecutive month in June. However, we…

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Goldilocks again? A batch of US economic reports last week cheered investors looking for signs of a “Goldilocks” scenario, where activity slows enough to keep further interest rate hikes at bay without pointing to recession. With…

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. It's all about the price Federal Reserve Chair Jay Powell struck a cautiously hawkish tone in his Jackson Hole speech on Friday, saying US inflation was too high for the Fed’s comfort but that it will…

Water is essential to life, but how to distribute it has become a thorny issue. We believe both public and private investment is essential. Marc-Olivier Buffle, Head of Thematic Client Portfolio Managers and Research & David Lloyd Owen, Founder and Managing Director Pictet Asset Management.…

Utility companies are essential to the green transition. Which means climate focused investors cannot afford to ignore them. Jennifer Boscardin-Ching, Client Portfolio Manager Pictet Wealth Management. Power utilities attract controversy for their outsized impact on climate change. Not only is the sector responsible for a…

Mali Chivakul, Emerging Markets Economist, J. Safra Sarasin In light of the ongoing decline in China’s housing sector, we present a set of Q&As aiming to explain the nature of the housing market, its problems and what it could look like over the next 2-3…