Investing

Reserve a spot for Japanese stocks in your savings plan The Japanese stock market has been due for rediscovery for a while now, after being forgotten by just about every investor for years. The Nikkei index even improved set a new record for the first…

Back to T+1 (after a century!) César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW May ended on a whimper for US equities, as the Fed continued to seed doubts about its rate cut intentions. Inflation numbers were as expected, but…

This month, we take a look at the growing importance of Artificial Intelligence in non technology sectors, by analyzing the specific case of the banking sector. The recent publication by Jamie Dimon, CEO of US banking giant JP Morgan, of his letter to shareholders not…

UK elections on 4 July César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW It was a rocky week for US equities, with the cheer generated by blockbuster earnings from the world’s main AI-related chipmaker quickly eclipsed by renewed doubts about…

UK elections on 4 July César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW It was a rocky week for US equities, with the cheer generated by blockbuster earnings from the world’s main AI-related chipmaker quickly eclipsed by renewed doubts about…

Story of the month Three British economists - Paul Marsh and Mike Staunton of the London Business School and Elroy Dimson of Cambridge University - have undertaken a painstaking task : they have traced 35 stock markets around the world back as far as possible…

Here is a new comment from Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, on euro area wages following today’s (strong) number, and below a short summary. Euro area negotiated wage growth surprised to the upside in Q1, rising to 4.7% YoY from 4.5%…

Europe at the polls: what’s at stake for the future ? Bruno Cavalier, Chief Economist ODDO BHF Asset Management. KEY HIGHLIGHTS: The ​ ​ last ​ ​ parliamentary ​ ​ term ​ ​ was ​ ​ marked ​ ​ by ​ ​ the pandemic and…

The case for private debt in a widening funding gap Andreas Klein, Head of Private Debt Pictet Asset Management. With banks curtailing lending, private debt can step in to support healthy companies. Scarcity of capital and higher funding costs make today’s credit backdrop extremely difficult…

As AI fuels the need for ever more data, we require data centres to store and process all the information securely. Businesses which contribute to the efficiency of data centres will have the upper hand. Rachele Beata, Investment Manager Pictet Asset Management. The rise of…