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Never surrender

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…
EFI
31 August 2023
Investing

Water, water, needed everywhere

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.…
EFI
31 August 2023
Investing

Why utility companies are a key source of transition alpha

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…
EFI
30 August 2023
Investing

Emerging Markets Weekly

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…
EFI
30 August 2023
Investing

Is this for real?

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Waiting for Jay The Federal Reserve’s Jackson Hole gathering is the big event this week for markets, which are grappling with the implications of a resilient US economy. Fed Chair Jay Powell’s speech on Friday will…
EFI
29 August 2023
Crypto

Finst becomes first Dutch crypto platform to release extensive Proof of Reserves

Finst becomes first Dutch crypto platform to release extensive Proof of Reserves Amsterdam-based cryptocurrency exchange Finst announcesthe successful release of its Proof of Reserves (PoR) conductedby a reputable and independent audit firm Finst’s extensive Proof of Reserves audit is a first-of-its-kind,aiming to address the limitations…
KFI
22 August 2023
Investing

Becoming more upbeat about the euro periphery

The economies and bond markets of Spain and Italy have proved more resilient than expected. Lauréline Renaud-Chatelain, Fixed-income strategist and Nadia Gharbi, Senior economist Pictet Wealth Management. Peripheral countries started the year on a strong footing, thanks to pent-up demand from the pandemic, a solid…
KFI
17 August 2023
Investing

Dissipating clouds

Reduced recession risk, an approaching peak in interest rates and better-than-expected corporate earnings make us less pessimistic on equities. Pictet Asset Management Asset allocation: rewarding resilience It’s all a matter of perspective. On the face of it, the fact that corporate earnings are down on…
KFI
17 August 2023
Investing

On hold for now

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Italian bank taxes, yes and no Last week, markets were treated to a relatively benign US consumer price index report for July. True, consumer inflation remains above the Federal Reserve’s 2% target, and the July producer…
KFI
16 August 2023