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Trends and opportunities

Our experienced team of portfolio managers discuss what they see as the most attractive long-term investment opportunities. 

When family values bring shareholder value
Family businesses can be an attractive investment prospect for investors, but capturing these opportunities requires an active approach.
Alain Caffort, Senior Investment Manager, Cyril Benier, Senior Investment Manager May 2020
Barometer: An unconvincing rally
Stocks and corporate bonds have roared back following their slump. But complacency might be setting in.
Pictet Asset Management Strategy Unit May 2020
Barometer: Waiting for stimulus to kick in
Governments and central banks are battling hard to contain the economic effects of a global pandemic. While the stimulus should benefit riskier...
Pictet Asset Management Strategy Unit April 2020
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