Equities insights

Equities · 26 Apr 2024

Pictet Wealth Management rolls out a new strategic asset allocation

Yannick Bigeard, Head of Portfolio Structuring at Pictet Wealth Management, was interviewed by EQDerivatives on PWM's evolving strategic asset allocation and some important upcoming projects.

Equities · 17 Jan 2023

Things look up for Chinese equities

Faster-than-anticipated re-opening together with a range of technical and fundamental factors mean we are raising our year-end forecasts.

Equities · 22 Dec 2022

Our 2023 outlook for developed markets equities

Margin pressure will stifle 2023 earnings growth.

Equities · 21 Dec 2022

Our 2023 outlook for equity volatility

Prospect of recession will feed into volatility, with a chance we see renewed skew steepening.

Equities · 19 Dec 2022

Our 2023 outlook for emerging-market equities

Waiting for the stars to align.

Equities · 01 Sept 2022

The Swiss equity market: not to be ignored

Its defensive tilt explains a relatively high valuation.

Equities · 31 Mar 2022

China: a time for active management

Despite signs of economic stabilisation and low valuations, we remain cautious on Chinese equities.

Equities · 09 Dec 2021

Our 2022 scenario for EM equities

Headwinds for emerging-market stocks will likely persist in 2022.

Equities · 06 Oct 2021

Japan: a diversifier for equity portfolios

Japanese stocks defied the negative performances seen elsewhere in developed markets in September and could outperform should global markets remain unsettled.

Equities · 08 Jul 2021

A lot of good news is already priced into Brazilian equities

Unexcited by their prospects for the rest of this year, we have lowered our stance on Brazilian stocks from overweight to neutral.

Equities · 08 Jul 2021

Where next for equities after a sparkling first half?

Despite the rapid recovery in earnings, we remain neutral on equities overall, seeing modest gains over the rest of the year.