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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
Investing

Family businesses: outperformance through capital allocation

Owner-managers allocate their company’s capital like it’s their own – because it is. Jamie Harvey, Senior Investment Manager & Cyril Benier Senior Investment Manager ​ Pictet Asset Management. From building a new manufacturing facility overseas to acquiring a rival, strategic investment decisions taken today can impact…
EFI
28 February 2025
Investing

Credit as a haven from the bond vigilantes

Big government deficits and rising debt loads threaten to draw the ire of bond vigilantes. By contrast, credit offers a haven for fixed income investors. Philipp Buff Senior Investment Manager, Pictet Asset Management. Bond vigilantes is a pithy way to describe a major sovereign bond…
EFI
28 February 2025
Investing

Malaysia: back on the emerging market equities map

Reform and investment are bringing Malaysia out of the shadows, opening up new investment opportunities in emerging market equities. Tan Altundag, Investment Analyst Pictet Asset Management. Malaysia has long been ignored by emerging market investors. But our analysis – and insights gleaned from regular country…
EFI
28 February 2025
Investing

German relief

Rebalancing César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. The CDU/CSU conservatives won Germany’s election in a relief for markets, but they now face tough coalition talks. Smaller parties have a blocking minority that may make it difficult to push through reforms, including revisions to…
EFI
27 February 2025