Please find below a new comment from Frederik Ducrozet, Head of Macroeconomic Research, at Pictet Wealth Management, ahead of tomorrow’s Fed meeting. The policy rate should remain on hold. However, the Federal Reserve is expected to downgrade its 2025 GDP growth forecast, raise inflation projections,…

Far from the post-U.S. election consensus, since the beginning of the year, Europe appears to be taking its revenge on Wall Street. Anthony Bailly, Head of European Equity & Vincent Iméneuraët, European Equities Portfolio Manager Rothschild & Co Asset Management. The strong outperformance of the…

Co-investment is a fast growing area of private equity – and one in which we have over three decades of experience. Find out more about our approach. By David Maréchal Deputy Head of PE & Co-Head of Europe Pictet Asset Management. With lower costs than…

Emerging market economies are proving to be far more resilient than in the past thanks to healthier fundamentals than most investors realise. By Lola Saugy, Quantitative Economist, (Lead on Latin America) Pictet Asset Management. Emerging market economies should be able to withstand the challenges that…

Germany steps up César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. German Chancellor-in-waiting Friedrich Merz and his probable coalition partners agreed a jumbo fiscal package for Europe’s largest economy last week. The landmark plan includes a new special fund for infrastructure investment worth EUR…

From green to gold cards César Pérez Ruiz, Chief Investment Officer, Pictet Wealth Management. A drop in US consumer confidence and a rise in jobless claims weighed on US equities and Treasury yields in a jittery week that ended with some very frayed nerves in…

Onward received grants from the Michael J. Fox Foundation ($ 1m) and the US Department of Defense ($ 1.5m) to study its ARC-IM system in Parkinson’s disease. With these grants, the company aims to set up clinical feasibility studies to assess both mobility and blood…