Multi Asset The investment landscape in 2019
Investors should expect conditions to get tougher in 2019 as central banks are likely to continue tightening the monetary reins, leaving markets...
Luca Paolini, Chief Strategist November 2018
Thematic stocks: a smarter approach to global...
Rolf Banz, Senior Advisor August 2018
Multi Asset From rout to recovery
Pictet Asset Management Strategy Unit November 2018
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. 
Emerging Markets Sustainable investment: ESG in emerging market debt
Why investors in emerging market sovereign bonds need to pay attention to environmental, social and governance factors.
Mary-Therese Barton, Head of Emerging Market Debt, Guido Chamorro, Co-Head EM Hard Currency Debt December 2018
Thematic investing Global Megatrend Selection - 10 is the magic number
Whatever happens to individual companies or countries in the future, the key strategic drivers – urbanisation, technology, resources, healthcare –...
December 2018
Multi Asset The Fed: pausing for thought?
The US Federal Reserve claimed its monetary policy tightening campaign would pass off without incident. Nothing could be further from the truth.
Steve Donzé, Senior Macro Strategist December 2018
Load more articles