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EFI
By In Investing

Central bank week

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EFI
By In Investing

Between the easing of monetary policies, geopolitical tensions and the new American situation, how can you make the most of the situation?

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EFI
By In Investing

Towards a Global Treaty against plastic pollution: challenges and opportunities

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Barometer – Markets getting carried away

Equities and bonds have rallied sharply as a growing number of investors see aggressive monetary easing in 2024. We also believe rates will fall, but not as steeply as markets envisage. Pictet Group. Asset allocation: wary of Goldilocks reflation trade 2023 began with prospects for…
LFI
10 January 2024
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Weekly View: Soft take-off

Welcome to 2024: the Great Election year César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. As an eventful 2024 gets underway, let us start by wishing you a successful year. The coming 12 months will see more than half the world’s population vote in elections,…
LFI
10 January 2024
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Flash Note – Euro area macro update – HICP inflation

HICP inflation: an expected pick up in December  Nadia Gharbi, Senior Economist Pictet Wealth Management. Eurostat's flash estimate showed that euro area headline inflation rebounded to 2.9% y-o-y in December from 2.4% the previous month, in line with expectations. Core inflation eased to 3.4% in December from…
LFI
08 January 2024
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Italian and Spanish sovereign bonds : 2024 outlook

Spreads to remain range bound. Nadia Gharbi, Senior economist, Lauréline Renaud-Chatelain, Fixed-income strategist, Milène Dumont, Strategist Pictet Wealth Management. Growth in euro zone periphery countries has been relatively resilient this year thanks to strong construction activity in Italy and a pickup in tourism, especially in…
LFI
26 December 2023
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Pictet Wealth Management Flash Note – Outlook 2024 on DM equities

Christmas after Christmas Jacques Henry, Head of Equities at Pictet Wealth Management. Our forecast is for low- to mid-single digit growth in developed-market stocks’ revenues in 2024 as nominal GDP growth is expected to remain positive. Margins are expected to remain fairly resilient as long…
LFI
26 December 2023
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The Fed pivots, its peers hold back

After ratcheting up interest rates over the last two years, the US Federal Reserve used its 13 December meeting to open the door to rate cuts next year – a move its peers will ultimately follow, but not just yet. Nadia Gharbi, Senior economist, Xiao…
LFI
26 December 2023