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The investment landscape in 2021
Next year should see the global economy recover strongly from the ravages of the pandemic. Expect emerging market assets to shine.
Pictet Asset Management Strategy Unit November 2020
Debt matters
Sabrina Khanniche, Senior Economist, Mary-Therese Barton, Head of Emerging Market Debt November 2020
Market views and asset allocation - December 2020
Pictet Asset Management Strategy Unit
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EM local bonds shine in a low-yield world
With developed market yields stuck at zero, EM local bonds look increasingly attractive, especially given these economies' strong fundamentals.
Alper Gocer, Head of EM Local Currency Debt December 2020
Better for you, better for the planet - food after Covid
Covid-19 has disrupted the food sector's supply chains and is set to change consumer eating habits for good.
The Thematic Advisory Board December 2020
Barometer: Vaccine a shot in the arm for cyclical stocks
With a Covid-19 vaccine on the horizon, cyclical stocks could stage a recovery.
Pictet Asset Management Strategy Unit December 2020
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