EFI

Tariff inflation has been delayed and partly mitigated by cost absorption and disinflationary offsets, but it should be visible by September. Frederik Ducrozet, Head of Macroeconomic Research, & Xiao Cui, Senior Economist Pictet Wealth Management. SUMMARY The impact of tariffs on US inflation has not…

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…

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…

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…

When corporate bond issuers suffer downgrades, opportunities open up for investors prepared to take the long-term view. Ermira Marika, Head of Developed Markets Credit, Nithin Mallya, Quantitative Analyst, Nicolas Musolino, Head of Systematic Research, Developed Markets Credit at Pictet Asset Management. The trade war has…