Insights for investors
Macroeconomy
16 January
Wealth management
The ‘phase one’ US-China trade deal has much to do with November elections
Emerging markets
16 January
Asset management
Our conviction is that GDP growth should be stronger across many emerging markets in 2020
Commodities
15 January
Wealth management
Global outlook shows fitful signs of improving, even if oil market continues to grapple with oversupply
Megatrends
15 January
Asset management
The backlash against technology is nothing new, what’s important is how governments help manage the transition
Fixed income
13 January
Asset management
A recovery in China’s renminbi should lift Asian currencies and boost fixed income returns
Asset allocation
9 January
Asset management
Prudence prevails! Remain neutral equities, overweight cash, negative on bonds, and prefer emerging market asset classes
Fixed income
23 December
Wealth management
Returns could be lower next year but remain positive ― much will depend on the US dollar
Load more
What does the year ahead hold for investors?
Outlooks 2020
César Pérez Ruiz, Head of Investments & CIO at Pictet Wealth Management, and Luca Paolini, Chief Strategist at Pictet Asset Management, give their views for next year and look at the factors driving the global economy.