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Emerging Markets What's new in Emerging Markets? May 2018
Our monthly publication "Emerging Market Monitor" provides a selection of key charts and data trends to watch in the emerging market space.
Asset allocation Dissecting the cost of trade war
March 2018
Asset allocation Market views and asset allocation - May 2018
Pictet Asset Management Strategy Unit
Search for income Why investors shouldn't fear higher bond yields
Andres Sanchez Balcazar, Head of Global Bonds May 2018
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Controlling volatility
Experience shows institutional investors are better able to meet their investment objectives if they can control the volatility of their portfolios and preserve capital during periods of market turbulence. At Pictet Asset Management, we believe there are a number of strategies that can perform these essential functions.
Emerging Markets Four reasons why Russia will shrug off the latest round of US sanctions
We look at why the latest US sanctions are unlikely to be as harmful for Russia as the 2014 ones, reinforcing the investment case for Russia.
Patrick Zweifel, Chief Economist, Nikolay Markov, Senior Economist May 2018
Thematic investing Biotech aims at curing Alzheimer’s disease
Progress is being made in the care of patients with Alzheimer’s disease. Until the biotech industry finds a cure, dementia villages are helping fill...
May 2018
Asset allocation The case for a Swiss defence 
Why Switzerland's equities could benefit if the cyclical stock rally runs out of steam
Luca Paolini, Chief Strategist, Anastassios Frangulidis, Head of Multi Asset Zürich May 2018
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