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Investment ideas

With financial markets in a constant state of flux, it can be difficult for investors to find their footing. The analysis and insight provided by our experienced team of economists, strategists and portfolio managers can help your clients understand shifts in the investment landscape, enabling them to make better-informed decisions. 

The long, the short and the neutral: uncovering hedge funds' functional properties
Long/short and market neutral strategies can play a key role in portfolio construction.
July 2020
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
Post-pandemic cities
Coronavirus will change the shape of our cities, but the tide of urbanisation is unstoppable.
Zsolt Kohalmi, Global Head of Real Estate and Co-Chief Executive Officer June 2020
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