Increasing international tensions and deglobalisation will impact supply chains and trade and could ultimately feed into inflation. The global geopolitical landscape is undergoing profound transformations, with a gradual unravelling of the post-World War II global order led by the US. Several major trends are reshaping…

The time has come César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Federal Reserve Chair Jay Powell struck an unambiguously dovish tone in his Jackson Hole speech on Friday, making clear the Fed is ready to cut rates in September…

The last 12 months have been full of changes, to say the least, with existing trends accelerating and others emerging more clearly. César Pérez Ruiz, Head of Investments & CIO, Pictet Wealth Management & Alexandre Tavazzi, Head of CIO Office & Macro Research, Pictet Wealth…

Falling wage growth in Q2 seals deal for September rate cut Please find below a comment from Nadia Gharbi, Senior Economist for the Pictet Wealth Management Investment Platform and Alan Lemangnen, EU UK Economist for PWM Investment & Pictet Wealth Solutions. Negotiated wage growth in the…

Story of the month According to latest IPCC¹ data, the industrial sector is responsible for around 24% of the world's greenhouse gas emissions. Four sub-sectors, which can be described as heavy industry, account for two-thirds of these emissions: cement, petrochemicals, steel, and aluminum. While the…