Japan: Similar but not the same

Japan: Similar but not the same

🕔18:01, 17.sep 2019

Contrary to popular misconception, the Japanese equity market is vibrant and appears compellingly attractive in valuation terms. GAM Investments’ Ernst Glanzmann and Reiko Mito explain why they are looking forward to the months and years ahead with considerable optimism.

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Market Flash: The Spirit Of Compromise Returns

Market Flash: The Spirit Of Compromise Returns

🕔16:55, 17.sep 2019

US-China tensions eased further over the week and Beijing exempted US products from import duties only a few days before both sides were due to meet for talks. China might even resume importing US agricultural products like soya. Meanwhile, over

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The Fed’s Dilemma

The Fed’s Dilemma

🕔15:51, 17.sep 2019

The Federal Open Market Committee (FOMC) meets next week, and it will be a highly anticipated gathering. Futures markets and Fed watchers are certain of a rate cut, but the path of the Fed Funds rate thereafter is a subject

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What comes after rate cut?

What comes after rate cut?

🕔14:48, 17.sep 2019

Next week is the next interest rate decision by the US Fed. The FOMC should decide on a further interest rate cut of 0.25%. Then, the range for the key interest rate will be 1.75-2%. The markets are assuming a

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A Window on Index Liquidity: Volumes Linked to S&P DJI Indices

A Window on Index Liquidity: Volumes Linked to S&P DJI Indices

🕔13:42, 17.sep 2019

A robust and active trading ecosystem benefits asset owners and investment managers by fostering transparency, market efficiency, and investor confidence. This paper documents, for the first time, the extent and nature of that ecosystem for indices produced by S&P Dow

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5 questions for our SmartCity portfolio manage

5 questions for our SmartCity portfolio manage

🕔12:37, 17.sep 2019

Smart Cities: Insights On A Powerful Trend Ivo Weinöhrl, Senior Investment Manager for Pictet's SmartCity strategy, explains how the powerful urbanisation trend is creating compelling investment opportunities.

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CEE Market Insights | Fixed Income | Central and Eastern Europe

CEE Market Insights | Fixed Income | Central and Eastern Europe

🕔11:33, 17.sep 2019

While markets are trying to digest what the ECB’s new measures may mean in the longer run, CEE will see first monthly indicators from the real economy from August, as Poland will release important figures that could provide important insight

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Fall of car production – supply or demand?

Fall of car production – supply or demand?

🕔10:28, 17.sep 2019

Recent collapse in German car production raises eyebrows in CEE economies, as automotive sector is backbone for many. To assess whether another crisis looms, it is important to understand its character. 

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Remarks on monetary policy

Remarks on monetary policy

🕔10:08, 17.sep 2019

Keynote speech at Bloomberg London 16 September 2019 Philip R. Lane Member of the Executive Board

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The attractions–and the limits–of fiscal policy

The attractions–and the limits–of fiscal policy

🕔07:55, 17.sep 2019

Elga discusses how the favourable environment for fiscal policy should persist – yet cautions that global debt levels are already at record highs. This is the third in a series of four blogs on the topic of “Dealing with the

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