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Insights

Investors are finding it more difficult than ever to navigate the financial markets due to the growing influence of central banks and an increasingly volatile political climate. Here, our economists, strategists and portfolio managers shed light on the investment developments that matter most.

Featured article
Market views and asset allocation - February 2020
Pictet Asset Management Strategy Unit
Emerging market stocks: where the profits flow
Why investors could be severely underestimating the profitability of emerging market companies.
Laurent Nguyen, Head of Quest Equities, Gabriele Susinno, Senior Client Portfolio Manager February 2020
Chinese onshore bonds: going mainstream
The inclusion of renminbi-denominated debt in the flagship global benchmark bond index will transform the asset class into a strategic investment.
Cary Yeung, Head of Greater China Debt February 2020
Barometer: Going viral
With the global economy at the mercy of the coronavirus outbreak, investors should consider shoring up their defences in the near term.
Pictet Asset Management Strategy Unit February 2020
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