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A US election like no other
The 2020 presidential campaign takes US politics into uncharted territory. Which means there's plenty at stake for investors.
Supriya Menon, Senior Multi Asset Strategist, Marco Piersimoni, Senior Investment Manager October 2020
Debt matters
Sabrina Khanniche, Senior Economist, Mary-Therese Barton, Head of Emerging Market Debt November 2020
Barometer: Vaccine a shot in the arm for cyclical stocks
Pictet Asset Management Strategy Unit December 2020
Demystifying sustainability linked bonds
Philipp Buff, Head of Credit Research, Stéphane Rüegg, Senior Client Portfolio Manager November 2020
Going viral: scenarios for a post-pandemic world
There are various paths the world could take in the wake of the Covid-19 health crisis. Our study presents investors with four scenarios that might...
Stephen Freedman, Senior Product Specialist, Daria (Dasha) Krivonos, CEO and Futurist Copenhagen Institute for Future Studies November 2020

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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
The investment landscape in 2021
Next year should see the global economy recover strongly from the ravages of the pandemic. Expect emerging market assets to shine.
Pictet Asset Management Strategy Unit November 2020
Climate change and emerging markets after Covid-19
What are the risks and opportunities? Professor Hepburn and his team at the Oxford Smith School present their analysis in this exclusive report.
November 2020
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