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…

Ebury The Jackson Hole annual conference of central bankers delivered few surprises. The Federal Reserve is less convinced than martes appear to be that inflation has been beaten, and rates are likely to remain at or above 5% for an extended period of time. By contrast, the…

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…