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Barometer: A V-shaped recovery after all?
An economic recovery appears to be gathering pace. That means emerging market stocks, and some cyclical sectors, are looking more attractive.
Pictet Asset Management Strategy Unit September 2020
Are EM central banks running out of ammunition?
Nikolay Markov, Senior Economist August 2020
Earth Overshoot Day: towards a more sustainable post-Covid world
Stephen Freedman, Senior Product Specialist August 2020
Pictet-Family – Fund manager interview
Cyril Benier, Senior Investment Manager, Alain Caffort, Senior Investment Manager September 2020
Strategic credit: a nimble approach for an uncertain world
Jon Mawby discusses the advantages of active credit allocation in portfolios now that government bonds no longer serve their traditional purpose.
Jon Mawby, Senior Investment Manager September 2020
Pictet-Family – Fund manager interview
Pictet Asset Management has developed a new investment strategy that invests in listed family businesses, companies that count founding families as...
Cyril Benier, Senior Investment Manager, Alain Caffort, Senior Investment Manager September 2020
When family values bring shareholder value
Family businesses can be an attractive investment prospect for investors, but capturing these opportunities requires an active approach.
Alain Caffort, Senior Investment Manager, Cyril Benier, Senior Investment Manager September 2020
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