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Thematic investing How megatrends power thematic equities
Thematic equity strategies invest in companies whose prospects are underpinned by powerful forces of change we know as megatrends.
January 2019
Multi Asset Barometer: The gloom lifts a little
Pictet Asset Management Strategy Unit November 2019
Emerging Markets South Africa's economy under pressure
Sabrina Khanniche, Senior Economist September 2019
FEATURED TOPIC
Emerging Markets
Broadening horizons: Read travel notes, country and sector views from our economists, equity, fixed income and hedge fund teams.
FEATURED TOPIC
Search for income
Bonds have traditionally been prized for their capacity to provide protection during periods of weak economic growth and generate reliable streams of income. But the unconventional monetary policies in place since the Great Recession have reduced the supply of defensive fixed income securities, forcing investors to consider new approaches to income-oriented investment.
Multi Asset The euro zone: a blueprint for a brighter future
The euro zone's new stimulus package could deliver the biggest monetary and fiscal boost since 2008. And it's also a sign that the region is putting...
Sabrina Khanniche, Senior Economist, Steve Donzé, Senior Macro Strategist November 2019
Alternative Investments An alternative approach to investing in Japan Inc
Japan is an especially rich hunting ground for equity investors looking to achieve long-term capital growth with a market neutral approach.
Teruhiko Nishimura, Head of Total Return Japanese Equities November 2019
Emerging Markets Unlocking human capital in emerging economies
All developing countries have a seriously under-tapped resource: their people.  That's important for emerging debt investors to bear in mind.
Mary-Therese Barton, Head of Emerging Market Debt November 2019
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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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