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Multi Asset A Secular Outlook: learn to love risk
Our five-year asset class return forecasts
Pictet Asset Management Strategy Unit June 2018
Emerging Markets A tale of two emerging market crises
Anjeza Kadilli, Economist, Nikolay Markov, Senior Economist August 2018
Multi Asset Market views and asset allocation - August 2018
Pictet Asset Management Strategy Unit
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. 
Multi Asset Not looking great: what the yield curve says about stocks
An inverted yield curve is a bad omen for the economy and stock markets.
Luca Paolini, Chief Strategist August 2018
Emerging Markets A tale of two emerging market crises
Argentina and Turkey have been at the heart of the recent sell-off. Investors should look to policymakers and governments for clues as to where these...
Anjeza Kadilli, Economist, Nikolay Markov, Senior Economist August 2018
Multi Asset Trade wars: assessing the damage
The trade war has started to claim its victims. We add up the damage so far – on both sides of the barricades.
Patrick Zweifel, Chief Economist August 2018
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