Comment & Analysis Archives - Page 314 of 521

Review of the week: Just like the old days

January 17, 2022

With COVID cases starting to roll over – in the UK at least – and investors settling down for some old-fashioned Fed watching, everyone is hoping 2022 will be a bit more like pre-pandemic times.

Comment & Analysis

Will spiking bonds yields disrupt the rally in stocks?

January 17, 2022

The market is pricing in many more rate hikes than before. Within the first two weeks of the year, the market has shifted its stance to expecting four rate hikes from the Fed this year.

Comment & Analysis

Key drivers in emerging-market debt

January 17, 2022

At the same time, the resurgence of acute Covid-19 uncertainty caused by the emergence of the Omicron strain has further impacted EM growth prospects, which were already dented by the likelihood of a Chinese slowdown.

Comment & Analysis

Homes with Recording Studios, Music Rooms, and Performance Stages

January 16, 2022

Luxury Defined spotlights a collection of homes for classical musicians, songsters, and rock stars

Comment & Analysis

Brighter outlook after the fourth wave

January 14, 2022

The potential for a recovery later in 2022 remains and we see overall GDP growth at around 4.5% for the advanced economies and slightly faster than that in the emerging economies.

Comment & Analysis

The Hunters’ Tails: A duck, a bill and a platypus…

January 14, 2022

UK smaller companies have usually outperformed in inflationary periods.

Comment & Analysis

Regime shift in developed-market sovereign bonds

January 14, 2022

On the inflation side, there was further evidence that supply-side bottlenecks are proving more persistent than was expected earlier in the year.

Comment & Analysis

Four multi-asset perspectives on inflation

January 14, 2022

We also provide a summary of our investment research – a hallmark of our investment practice, as we often integrate findings into our management of portfolios.

Comment & Analysis

Pandemic to endemic; living with infection, inflation and higher rates

January 13, 2022

As a result, the new strain may do little more than slow, rather than stall further economic growth, as markets focus on high inflation and the end of central banks’ asset purchases.

Comment & Analysis

Central Banks, Not Covid, Will Drive Global Economies in 2022

January 13, 2022

From 2023 onward, most agree, growth will return to its long-term norm of around 3.5%, as if Covid never happened.

Comment & Analysis

Global M&A Insights: Technology deals dominate in 2021

January 13, 2022

We also look into the reasons behind record capital raising by technology companies, the considerations required for AI due diligence and talent retention in technology acquisitions, and the global trend for growing government intervention on sensitive tr

Comment & Analysis

Pictet Perspectives – Outlook 2022

January 13, 2022

Flexibility in portfolios will be key to navigating the fully charged environment in 2022.

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