EFI

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…