Multi Asset Barometer: Bulls beware  
Riskier asset classes have rallied on hopes that the monetary taps will open once more. But the stimulus will be more modest than markets expect.
Pictet Asset Management Strategy Unit August 2019
Multi Asset Secular Outlook
Luca Paolini, Chief Strategist June 2019
Thematic investing Tech: here for the long term
Anjali Bastianpillai, Senior Product Specialist June 2019
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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 Bad omen: what the yield curve says about stocks
The inversion of the US yield curve strengthens the bear case for the economy and stock markets.
Luca Paolini, Chief Strategist August 2019
Responsible Investing The link between defensive stocks and ESG
Why financially robust companies also tend to have strong ESG credentials.
Laurent Nguyen, Head of Global Defensive Equities, Gabriele Susinno, Senior Client Portfolio Manager August 2019
Thematic investing Wanted: a 21st century grid to power a carbon-free future
Renewable energy has become cheap and abundant. Now, we need advanced grid infrastructure to use more of it.
The Advisory Board August 2019
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