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Monthly Archives

March 2025

Investing

Emerging market economies are more resilient than investors realise

Emerging market economies are proving to be far more resilient than in the past thanks to healthier fundamentals than most investors realise. By Lola Saugy, Quantitative Economist, (Lead on Latin America) Pictet Asset Management. Emerging market economies should be able to withstand the challenges that…
EFI
13 March 2025
Investing

Merz’s “whatever it takes” moment

Germany steps up César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. German Chancellor-in-waiting Friedrich Merz and his probable coalition partners agreed a jumbo fiscal package for Europe’s largest economy last week. The landmark plan includes a new special fund for infrastructure investment worth EUR…
EFI
11 March 2025
Investing

Waning confidence

From green to gold cards César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. A drop in US consumer confidence and a rise in jobless claims weighed on US equities and Treasury yields in a jittery week that ended with some very frayed nerves in…
EFI
06 March 2025