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Driving without GPS

César Pérez Ruiz

Head of Investments & CIO, Pictet Wealth Management

Driving without GPS

With the global economy picking up and markets rallying hard since late March, where do the best investment opportunities lie? PWM’s head of investment presents the case for US growth stocks and European cyclicals, particularly those linked to the ‘green’ transition. And there are ways for playing the volatility that inevitably lies ahead.

 

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