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Thematic equities: their use in a diversified portfolio
Investors can make an allocation to thematic equities whichever portfolio construction approach they use.
Steve Freedman, Senior Product Specialist December 2019
Global Environmental Opportunities: transforming sustainable investment
Luciano Diana, Head of Environmental Strategies, Marc-Olivier Buffle, Senior Product Specialist January 2020
Barometer: Not getting carried away
Pictet Asset Management Strategy Unit January 2020
Barometer: The investment landscape in 2020
Luca Paolini, Chief Strategist November 2019
Russia's rebound
Nikolay Markov on why Russia's economy is in far better health than many realise.
Nikolay Markov, Senior Economist, Julian Zbar, EM Product Specialist January 2020
European property: a rare source of yield
Why real estate remains a fertile hunting ground for long-term investors in search of attractive yields.
Zsolt Kohalmi, Global Head of Real Estate and Co-Chief Executive Officer January 2020
Why 2020 could be a milestone year for Asia's fixed income market
A recovery in China's renminbi should lift other Asian currencies, offering fixed income investors a valuable source of return
Patrick Zweifel, Chief Economist January 2020
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