| As we near year’s end, markets have been increasingly expressing concerns grow about growth momentum, supply bottlenecks and events in China. But César Pérez Ruiz, CIO at Pictet Wealth Management, remains constructive, believing we are still in the middle of the recovery cycle. He continues to see opportunities in companies with pricing power and those keyed into the green economy, as well as in alternatives like hedge funds and real estate (a good hedge against the risk that inflation endures). |
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