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Covid and the spectre of stagflation
Will huge amounts of stimulus trigger the sort of stagflation that ravaged the world in the 1970s? We don't think so.
Patrick Zweifel, Chief Economist June 2020
Global Environmental Opportunities: transforming sustainable investment
Luciano Diana, Head of Environmental Strategies, Marc-Olivier Buffle, Senior Product Specialist January 2020
Bezos’s climate change billions
Stephen Freedman, Senior Product Specialist April 2020
Barometer: Equities out of step with economy
Pictet Asset Management Strategy Unit June 2020
In the face of falling oil prices, which oil exporting countries are most at risk?
This month, Senior Economist Sabrina Khanniche looks at a set of 12 major net oil exporting economies to determine which are most vulnerable.
Sabrina Khanniche, Senior Economist July 2020
The long, the short and the neutral: uncovering hedge funds' functional properties
Long/short and market neutral strategies can play a key role in portfolio construction.
July 2020
Barometer: Liquidity vs the virus
Vast amounts of stimulus have underpinned the markets after the initial shock of the Covid-19 crisis. The question for investors now is whether such...
Pictet Asset Management Strategy Unit July 2020
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Mega is an online magazine that features the people and companies looking to solve some of the world's most complex environmental, technological and societal problems - the kind of human ingenuity Pictet Asset Management aims to harness in its thematic equity portfolios.

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