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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
Thematic investing Thematic equities: their use in a diversified portfolio
Investors can make an allocation to thematic equities whichever portfolio construction approach they use.
Steve Freedman, Senior Product Specialist December 2019
Emerging Markets A class apart: emerging Asia's fixed income market
Why investors seeking a stable and attractive source of return within a diversified bond portfolio should head to emerging Asia.
Raymond Sagayam, Chief Investment Officer - Fixed income December 2019
Multi Asset Barometer: Encouraged by the emerging world
The latest data gives some grounds for optimism, but the world economy is still not out of the woods. We remain neutral global stocks, but overweight...
Pictet Asset Management Strategy Unit December 2019
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