Emerging markets are facing a wide variety of different inflation trajectories. That’s presenting attractive opportunities for investors who understand the idiosyncratic risks. It’s become a post-pandemic truism that emerging markets (EMs) ar...

Economic conditions in Europe are improving while interest rates in the region could soon head lower. This augurs well for European stocks, which we upgrade to overweight. Asset allocation: Europe edges ahead April proved a cruel mon...

M&A pick up César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. THE WEEK IN REVIEW Financial markets were rattled last week by inflation data that seemed to bury any hope of a near-term rate cut in the US. But ...

Xiao Cui, Senior Economist Pictet Wealth Management. We expect a hawkish hold at the FOMC this week. Chair Powell is likely to note it would take longer than expected to achieve confidence needed to cut rates and recent economic data su...

Remember income? As 2024 is showing, making money on the stock market in the long run is about more than just picking the right growth plays. It’s true that growth stocks, which rise on the promise of future expansion and trends like AI, have b...

The Bank of Japan (BoJ) is carefully and gradually normalizing monetary policy. It kept rates on hold today – in line with market expectations - following last month’s step of raising rates for the first time since 2007. It maintained its policy...