The investment landscape in 2021
Next year should see the global economy recover strongly from the ravages of the pandemic. Expect emerging market assets to shine.
Pictet Asset Management Strategy Unit November 2020
A climate-aware US ushers in a new era for clean energy
Stephen Freedman, Senior Product Specialist January 2021
Debt matters
Sabrina Khanniche, Senior Economist, Mary-Therese Barton, Head of Emerging Market Debt November 2020
Why real yields really matter
Bond investors use several indicators to guide portfolio construction but it's the real yield that deserves their undivided attention.
Mickael Benhaim, Head of Fixed Income Investment Strategy & Solutions May 2021
Barometer: It's in the price
While economic conditions continue to improve, there are signs the market rally is running ahead of fundamentals. We have consequently dialled down...
Pictet Asset Management Strategy Unit May 2021
Aiming for zero: Europe raises its clean energy game
Why Europe's ambitious new climate plan  will help the region become carbon neutral and spur investments into the clean energy industry.
Stephen Freedman, Senior Product Specialist April 2021
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