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Multi Asset Market views and asset allocation - April 2019
Our monthly investment and market outlook provides asset allocation guidance across stocks (both regions and sectors), bonds, commodities, currencies...
Pictet Asset Management Strategy Unit
Multi Asset China: from threat to balast
Patrick Zweifel, Chief Economist April 2019
Thematic investing Why the taps won't run dry
Cédric Lecamp, Senior Investment Manager, Marc-Olivier Buffle, Senior Product Specialist March 2019
FEATURED TOPIC
Thematic investing
Megatrends are disruptive environmental, social, economic and technological forces of change that are transforming the way countries are governed, companies are run and people live their lives. Our thematic equity funds invest in specialised and innovative firms that understand this new world and possess the expertise to thrive within it. 
FEATURED TOPIC
Emerging Markets
Broadening horizons: Read travel notes, country and sector views from our economists, equity, fixed income and hedge fund teams.
Emerging Markets Modi operandi
India's general election shouldn't deliver big surprises. But even if it does, the country's outlook is bright.
Venkatesh Sanjeevi, Senior Investment Manager, Prashant Kothari, Senior Investment Manager April 2019
Emerging Markets Turkey teetering on the brink?
Turkey is on the verge of a balance of payments crisis unless it delivers policy reforms.
Nikolay Markov, Senior Economist April 2019
Alternative Investments When trackers won't do: investing in China A-shares 
Chinese A-shares offer exciting investment opportunities - but it's also a market strewn with potholes. That's why an active approach makes most...
Lan Wang Simond, Senior Investment Manager April 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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