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Pictet Wealth Management
Global Markets
Japan’s three-day meltdown rewrites records; analysts debate Fed inter-meeting cuts
The Fed did “meaningful” inter-meeting cuts in 2020 during the outbreak of Covid-19, notes one analyst.
August 07, 2024
Investing strategies
New commodity opportunities arise as peak in fossil fuels looms
The transition to a clean energy economy will likely shake up the current geopolitical order
September 27, 2023
Commentary
The productivity remedy
Growth and inflation over the next 10 years will be significantly influenced by productivity growth
September 06, 2023
Gold
Golden opportunity
The yellow metal may be able to break its previous all-time high of US$2,075 per ounce recorded in August 2020, analysts say.
June 29, 2023
Investing strategies
With a new norm this decade ahead, Pictet flags private equity and fixed income as better bets
Scarcity of natural resources and labour will weigh on growth potential, even as higher inflation becomes the new normal
June 15, 2023
Investing strategies
Traditional 60/40 portfolio fights back in 2023, as Asia shows greater promise: Pictet
The 60/40 portfolio could be back with a vengeance as the correlation between treasuries and equities turns back negative in 2023.
January 12, 2023
Investing strategies
Higher structural inflation here to stay; owning Chinese equities a 'no-brainer': Pictet
Pictet's 10-year view on economies is that the global economy has now entered a "regime" of sustained structural inflation.
September 15, 2022
Investing strategies
Look to health, tech, infrastructure and clean energy as volatility remains: Pictet
The situation remains fragile in 2H2022, as geopolitical tensions lead to “increasing weaponisation of assets”.
June 23, 2022
Investing strategies
China signals reversal of tough rules, but Pictet wants more clarity before going back in
Tavazzi believes that investors have yet to fully appreciate the benefits of RCEP on Asean.
March 24, 2022
Investing strategies
As global GDP growth slows, Asean markets offer catch-up potential in 2022: Pictet
Pictet expects global real GDP growth to decline to 4.5% in 2022 from 5.8% in 2021 as most economies reach “cruising speed”.
December 24, 2021