Investment views
Analysis | Opinion | Insight. Our investment experts discuss developments crucial to tactical and strategic asset allocation.
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Investment viewsBarometer: A spring in the market's stepEquities should extend their rally as interest rate cuts appear imminent in the US and other developed economies. -
Investment viewsBarometer: Tech's profit growth should continue to propel stocksRobust earnings from the IT sector suggest tech stocks should add to their gains. Japanese equities are also set to extend their rally. -
Investment viewsBarometer: A tactical opportunity emerges in equitiesAs inflation continues to slow and economic growth remains resilient we upgrade stocks to overweight as part of a tactical move. -
Investment viewsBarometer: Markets getting carried awayEquities and bonds have rallied sharply as a growing number of investors see aggressive monetary easing in 2024. We also believe rates will fall, but not as steeply as markets envisage. -
Investment viewsWatch the Annual Outlook 2024Luca Paolini, Chief Strategist and Arun Sai, Senior Multi Asset Strategist, discuss what’s in store for investors during 2024. -
Investment viewsThe investment landscape in 2024US stocks look set to trail European and Swiss equities in a year that will also see bonds gain in response to slower growth. -
Investment viewsBarometer: Geopolitical risks cast shadow over stocksThe conflict in the Middle East threatens to further destabilise the economy and financial markets. As a result, we remain neutral stocks and overweight bonds. -
Investment viewsExploring three megatrends with PictetDiscover the causes, current state of play and investable opportunities of three megatrends: Resource Scarcity, (De)Globalization and Service Economy. -
Investment viewsBarometer: Caution prevailsIn the face of economic uncertainty and stubborn inflation, we continue to favour bonds over equities.
