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frequently asked questions

September 2020

Need To Know

Our investment experts summarise, in short videos, the answers to important questions from investors.

Healthcare and Covid - what long-short opportunities are there for investors?
What's next for China real estate bond investors?
What does Japan's response to Covid mean for investors?
What potential does long-short investing offer in the current market?
What drives successful family businesses?
What opportunities might emerge in the Distressed and Special Situations asset class?
Will China bonds continue to outperform?
Are there opportunities for investors in money markets?

 

 

Stephane Couturier for Pictet

Healthcare and Covid - what long-short opportunities are there for investors?

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


What's next for China real estate bond investors?

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


What does Japan's response to Covid mean for investors?

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


What potential does long-short investing offer in the current market?

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


What drives successful family businesses?

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


What opportunities might emerge in the Distressed and Special Situations asset class?

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


Will China bonds continue to outperform?

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


Are there opportunities for investors in money markets?

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