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Thematic investing Healthy living: a trend worth investing in
As a society, we're spending more on health. For investors, that presents new opportunities in the health, nutrition, biotech and environmental...
January 2018
Asset allocation Market views and asset allocation - March 2018
Pictet Asset Management Strategy Unit
Thematic investing Approaching the sweet spot in the timber cycle
January 2018
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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. 
Asset allocation Equity bulls beware
Investors' unbridled enthusiasm for equities raises a red flag.
Supriya Menon, Senior Multi Asset Strategist March 2018
Emerging Markets Emerging Market Monitor - Inflation in Central & Eastern Europe
Inflation across emerging markets is at multi-decade lows. But one region is bucking the overall trend: Central & Eastern Europe. What does it...
Patrick Zweifel, Chief Economist, Nikolay Markov, Senior Economist March 2018
Asset allocation A dollar liquidity squeeze: echoes of the 2007 crisis?
There's a global shortage of dollars. Here's why investors shouldn't ignore it.
Steve Donzé, Senior Macro Strategist March 2018
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