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Multi Asset Barometer: Irrational exuberance
Expectations for US interest rate cuts have triggered a rally in risky assets, but investor hopes for aggressive monetary easing are likely to be...
Pictet Asset Management Strategy Unit July 2019
Multi Asset Secular Outlook
Luca Paolini, Chief Strategist June 2019
Multi Asset Video: five-year global outlook
Luca Paolini, Chief Strategist June 2019
Multi Asset The euro zone: a brighter future
Luca Paolini, Chief Strategist, Richard Dias, Senior Multi Asset Strategist June 2019
FEATURED TOPIC
Emerging Markets
Broadening horizons: Read travel notes, country and sector views from our economists, equity, fixed income and hedge fund teams.
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
Thematic investing Invest in tomorrow's cities
Our latest thematic fund aims to capture the strong growth potential of companies finding smarter solutions to the urbanisation challenge.
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
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mega

Mega is an online magazine that features the people and companies looking to solve some of the world's most complex environmental, technological and societal problems - the kind of human ingenuity Pictet Asset Management aims to harness in its thematic equity portfolios.

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