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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
EM: this time it's different(iation)
Ketan Gada, Senior Investment Manager, Gareth Payne, Senior Client Portfolio Manager March 2021
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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
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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.

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