Skip to main content
Investing

Weekly View: Cuts postponed… again

Ironclad at work César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW US markets were hit by inflation data that forced market participants to dial back on their expectations for Fed rate cuts as well as by fears of a flaring-…
EFI
16 April 2024
Investing

Pictet Asset Management launches Pictet-EUR Income Opportunities

Pictet Asset Management (Pictet AM) has announced the launch of Pictet-EUR Income Opportunities. The fund is primarily for European investors seeking reliable income with limited duration risk. A one-stop-fixed income solution, Pictet-EUR Income Opportunities invests across EUR denominated Investment Grade and High Yield Credit, as…
EFI
16 April 2024
the ceiling of a church with a circular windowInvesting

Israel-Iran: what next?

Greg Hirt, Global CIO Multi Asset, Allianz Global Investors. Iran’s direct action on Israel over the weekend has led to fears of further escalation. But in the absence of a full-blown crisis in the region – which is not our base case – we think…
LFI
15 April 2024
white concrete buildingInvesting

Flash Note – Later and Fewer

Below you will find a new commentary by Xiao Cui, Senior Economist Pictet Wealth Management, on the FED. We now expect a delayed and a shallower Fed easing cycle Recent developments of elevated inflation, robust payrolls, and easing financial conditions strengthen the case for a policy hold.…
LFI
15 April 2024
brown and white floral ceilingInvesting

Flash Note – Gold rush

You will find below a brief summary on gold by Luc Luyet, Currencies Strategist at Pictet Wealth Management. Gold prices have moved relentlessly higher since the start of March, reaching new all-time highs in US dollar. Higher gold prices have been supported by strong underlying demand for the yellow…
LFI
12 April 2024
Investing

Deanchoring

By Alexandre Tavazzi, Head of CIO Office and Macro Research, Pictet Wealth Management. With the Fed on course to cut rates, a resilient US economy and improving corporate earnings, we have just gone through the best Q1 in five years for risk assets. But have…
EFI
11 April 2024