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Secular Outlook: market trends and investment insights for the next five years
The investment report explores trends we believe will have the greatest impact on financial markets, shaping our long-term asset return forecasts.
September 2020
Market views and asset allocation - April 2021
Pictet Asset Management Strategy Unit
Climate change and emerging markets after Covid-19
January 2021
EM: this time it's different(iation)
Ketan Gada, Senior Investment Manager, Gareth Payne, Senior Client Portfolio Manager
March 2021
Why invest in Asia?
Thanks to the region's growth potential and better management of the pandemic, Asia has become a core asset with superior long-term growth characteristics. Find out how to capture the investment potential of Asia.
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China's renminbi debt: a new line of defence?
Why Chinese onshore bonds are becoming an indispensable asset class for international investors.
Cary Yeung, Head of Greater China Debt
April 2021
Barometer: Let the rally continue
Ample monetary and fiscal stimulus should provide a strong boost to the economy and corporate profits. Which is why we continue to favour cyclical...
Pictet Asset Management Strategy Unit
April 2021
The inflation conundrum
The prospect of a sharp pick-up in inflationary pressures is beginning to concern investors. Our historical analysis sheds light on how stocks, bonds...
Patrick Zweifel, Chief Economist
April 2021
mega
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.
Visit mega