Investing

The world depends on semiconductors. In this interview, Professor Chris Miller highlights the industry's latest innovations and their implications for our future in a Q&A format with Anjali Bastianpillai, Senior Client Portfolio Manager. Chris Miller, Associate Professor of International History at Tufts University &Anjali Bastianpillai,…

Tariff salvo César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. Trade tensions shook markets off highs last week as President Trump threatened to impose a 30% tariff on imports from Mexico and the European Union starting on 1 August, and announced a 50% tariff…

By Prof. Dr. Jan Viebig, Chief Investment Officer, ODDO BHF SE. The legislative package that US President Donald Trump pushed through at the end of last week, despite resistance even among Republicans, poses incalculable risks for American economic policy. Using the omnibus procedure, Trump pushed…

A mix of anxiety, fatigue, and exasperation — a kind of “green fatigue” has taken hold as the planet heats up faster than ever. But by pummeling renewable energy stocks following Trump’s election, the market may have made a serious mistake. At the beginning of…

Asset Allocation: Resilient Emerging Markets, Lower Rates Underpin Stocks Pictet has upgraded equities to neutral from underweight, as falling interest rates and improving economic conditions in emerging markets offset uncertainty over US tariff policies. It would be reasonable to assume that the escalating conflict between…

For environmental investors, there is a sliver lining to the shakeout in ESG Gertjan Van Der Geer, Senior Investment Manager and Stephen Freedman, Head of research and sustainability, Thematic Equities, Pictet Asset Management. ESG investing appears to have hit a major roadblock. Donald Trump’s return…

You’ve got mail César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review US stocks rose to record closing highs last week, buoyed by a robust jobs report that boosted investor confidence in the economy’s resilience even if it effectively killed off…

The rapid loosening of the ECB's monetary policies has eclipsed the window of opportunity enjoyed by bond investments, the hunt for yields. However, European high yield still has potential and offers an opportunity with its 5.5% yield, described as attractive by some managers despite certain…

Pictet anticipate that returns across major asset classes will converge over the next five years. As a long-term investor, this presents you with an opportunity to reassess and refine your strategic asset allocation. Their experts share detailed forecasts and actionable recommendations. Overview: The Great Convergence…

Allianz Global Investors present its Houseview for Q3 2025 “FOGI” – fear of going in – that has taken hold among institutional investors amid erratic policymaking and volatility in US markets might be replaced by FOMO – fear of missing out. Amid concerns over policymaking…