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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. 

Barometer: Liquidity vs the virus
Vast amounts of stimulus have underpinned the markets after the initial shock of the Covid-19 crisis. The question for investors now is whether such...
Pictet Asset Management Strategy Unit July 2020
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
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