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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 - December 2020
Pictet Asset Management Strategy Unit
Debt matters
Sabrina Khanniche, Senior Economist, Mary-Therese Barton, Head of Emerging Market Debt November 2020

Make a positive environmental impact

Investors can contribute to a more sustainable world and generate attractive returns. Find out how.

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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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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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