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Asian equity markets have held up very well, relative to global equities, in the face of the Covid-19 crisis and the so-called 'trade war'. Kiran Nandra-Koehrer, senior client portfolio manager, Emerging equities at Pictet Asset Management, examines how growth, innovation and a focus on the environment have played key roles.
Source: Pictet Asset Management, as of 04.12.2020
Covid-19 has drastically changed and expanded investment opportunities in healthcare. But how does the sector look when taking a long-short approach? In our view, there are potential opportunities in several areas, including prevention, diagnostics and the provision of a vaccine. Jean-Damien Cavalier, Senior Product Specialist, Equity Hedge Funds, at Pictet Asset Management examines the new long-short landscape created by the pandemic.
Source: Pictet Asset Management, as of 17.09.2020
China real estate bonds have delivered remarkable 10% annual returns in the past decade. So, will the urbanisation story in modern China continue to support this sector, and how could bond investors benefit from it? Qian Zhang, Senior Client Portfolio Manager, Fixed Income, Emerging Markets, at Pictet Asset Management, analyses what's driving China's real estate market.
Source: Pictet Asset Management, as of 07.09.2020
Japan has had just 18,000 cases and less than 1000 deaths from Covid-19. Sam Perry, Senior Investment Manager, Japanese equities, at Pictet Asset Management, examines Japan's healthcare and policy responses and the subsequent bounce back in Japanese markets.
Source: Pictet Asset Management, as of 10.08.2020
Current market conditions require a more agile approach to equity investing. So what is the balance of risks and opportunities investors face, taking into account policy stimulus and the economic impact of Covid-19? Steve Huguenin-Virchaux, Head of Product Specialists, Total Return Equities at Pictet Asset Management, examines the potential of long-short investing.
Source: Pictet Asset Management, as of 29.07.2020
Family-owned businesses are the backbone of the global economy. They contribute between 50 per cent and 70 per cent of countries' gross domestic product and operate in every global industry and sector. Adam Johnson, Senior Product Specialist at Pictet Asset Management, asks what drives successful family companies?
Source: Pictet Asset Management, as of 16.07.2020
Unprecedented volatility in financial markets has seen a clear disconnect between asset prices and fundamentals. Pictet Asset Management Senior Product Specialist Gareth Payne asks: what opportunities might be emerging in the Distressed & Special Situations asset class?
Source: Pictet Asset Management, as of 07.07.2020
China bonds have been the most surprising outperformer since the global selloff began. The question now is why have China bonds outperformed, and will they continue to do so? Qian Zhang, Senior Portfolio Manager at Pictet Asset Management, examines why the low correlation of China bonds with other asset classes has been significant in recent months.
Source: Pictet Asset Management, as of 23.06.2020
The COVID-19 outbreak has caused a global market crisis of historical magnitude. But are there, nevertheless, opportunities for investors in the money market space? David Gorgone, Portfolio Manager at Pictet Asset Management, examines why active management, portfolio diversification and a strong focus on liquidity may become key to optimising cash investment and reducing risk.
Source: Pictet Asset Management, as of 23.06.2020
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This document is used for informational purposes only and does not constitute, on Pictet Asset Management part, an offer to buy or sell solicitation or investment advice. It has been established on the basis of data, projections, forecasts, anticipations and hypothesis which are subjective. Its analysis and conclusions are the expression of an opinion, based on available data at a specific date. The effective evolution of the economic variables and values of the financial markets could be significantly different from the indications communicated in this document.
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