Author Archive

The future of cities

The digital revolution has launched a wave of innovation in the world’s cities, says MIT’s Carlo Ratti, providing opportunities to improve urban mobility and create better workspaces for the changing nature of work. These are exciting times for cities, according to Carlo Ratti, Director of MIT’s Senseable City Lab and co-founder of Carlo Ratti Associati […]

House View, April 2018

Asset Allocation While macroeconomic and corporate fundamentals still favour risk assets, challenges have been steadily increasing and a lot of good news is already priced into valuations. We sold part of our equity overweight during the early March rally. Even though we have become more prudent about equities’ short-term prospects, we expect to be able […]

Endless power for cities from the oceans

Two entrepreneurs have developed a simple technology that can generate renewable energy from ocean waves at a price that is competitive with solar power – attracting interest from cities all over the world. More than a billion people live without electricity, mostly in developing countries. Their cities often have access to electricity, but emissions from […]

A period of transition

The early weeks of 2018 were full of twists for financial markets, with a rapid rise in bond yields leading to a short, sharp sell-off in equities. And while volatility subsequently fell back, it has still not returned to the low levels of 2017. What is going on? According to Christophe Donay, Head of Asset […]

The role of cities in the global economy

The former Executive Director of the UN Human Settlements Programme describes the reasons why more than half the world’s population has moved into cities and the challenges that need to be confronted to reap the benefits. For almost all of human history, people have lived in small towns, villages or the countryside. But the proportion […]

What happens when rates rise?

After years of low interest rates, investors need to prepare for a rise in the cost of credit

House View, March 2018

Asset Allocation Although markets steadied as February progressed, volatility is unlikely to return to the low levels seen last year. Yet, after a good earnings season, and with strong, synchronised growth, we remain comfortable with our positive stance on developed-market equities. The potential for increased volatility opens the way for trading opportunities – but also […]

Volatility presents opportunities

The technical correction in markets corrects the anomaly of a long drawn-out calm. The upsurge in volatility contains opportunities as well as threats.

House View, February 2018

Asset Allocation Current conditions vindicate our continued bullish stance on equities in developed markets and emerging markets (Asia more than Latam). Valuations are high, but they are justified by upwards adjustments to expected earnings growth. But with long-term rates rising, we are expecting a rise in volatility from their low current levels. This should benefit […]

After an exceptional year…

2017 was an exceptional vintage for risk assets that will be hard to repeat this year. But the environment could become increasingly favourable for active management as challenges rise and volatility increases. This is one of the main messages from Pictet Wealth Management (PWM) analysts and strategists featured in the 2018 special edition of Perspectives. […]

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