Our view that the global recovery will gradually recover in the second half of 2024 and the chance that the US dollar weakens make us cautiously optimistic on select EM currencies. Luc Luyet, Currencies strategist, Pictet Wealth Management. The external backdrop, such as trends in…

Volatility could rise to a medium-to-high range in the second half. Djâafar Aballeche, Senior Cross-Asset Specialist Pictet Wealth Management. Stock market volatility in 2023 has trended downwards, although with fluctuations throughout the year. The VIX index surged in the first quarter but declined rapidly thereafter.…

Building on the momentum generated by its entry into the LBP AM Group and ahead of the birth of the new entity it will form with Tocqueville Finance (TFSA)1in a few weeks’ time, La Financière de l’Échiquier (LFDE) is refreshing its governance and its management team.…

Rates higher for longer ... but not forever César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. The US Federal Reserve surprised markets last week with a remarkable policy pivot, signalling that it had started discussing interest rate cuts in a dovish message that lifted…

Jean-Pierre Durante, Head of Applied Research Pictet Wealth Management. A market dominated by demand from emerging economies As the energy transition gathers pace, demand for combustible fossil fuels is expected to peak this decade. The demand for car fuel could peak soon, followed by other…