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One More Time (but we’re not gonna celebrate)

By Frederik Ducrozet, Head of Macroeconomic Research, Pictet Wealth Management, ahead of the ECB meeting next Thursday (14 September). The outcome of the 14 September meeting of the ECB’s Governing Council (GC) looks very uncertain, more than any ECB meeting in recent history. The last…
EFI
11 September 2023
Personal Finance

Japan merits a closer look

According to Luca Paolini, Chief Strategist at Pictet Asset Management: “Japanese stocks are a bright spot in an otherwise uninspiring global equity market”. Investors are rediscovering Japan. Inflows into the country’s equity market from non-domestic investors are the strongest they’ve been in a decade. We raise Japanese equities…
EFI
08 September 2023
a large building with columns and a flag on the cornerBondsInvesting

J. Safra Sarasin: Preference for high-quality bonds 

J. Safra Sarasin: Preference for high-quality bonds Due to high core inflation, the Federal Reserve and major central banks continue to raise interest rates. A US recession is expected to occur in the fourth quarter of this year or the first quarter of 2024, leading…
EFI
08 September 2023
Investing

End-of-Summer cooldown

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…
EFI
06 September 2023
Investing

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