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Asset allocation Market views and asset allocation - May 2018
Our monthly investment and market outlook covers global asset classes, equity regions and sectors and fixed income and currencies.
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
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
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. 
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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