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The investment landscape in 2021
Next year should see the global economy recover strongly from the ravages of the pandemic. Expect emerging market assets to shine.
Pictet Asset Management Strategy Unit November 2020
EM: this time it's different(iation)
Ketan Gada, Senior Investment Manager, Gareth Payne, Senior Client Portfolio Manager March 2021
Market views and asset allocation - April 2021
Pictet Asset Management Strategy Unit
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China's renminbi debt: a new line of defence?
Why Chinese onshore bonds are becoming an indispensable asset class for international investors.
Cary Yeung, Head of Greater China Debt April 2021
Barometer: Let the rally continue
Ample monetary and fiscal stimulus should provide a strong boost to the economy and corporate profits. Which is why we continue to favour cyclical...
Pictet Asset Management Strategy Unit April 2021
Smart data centres: a green real estate revolution
The expansion of the digital economy is fuelling demand for data centres, but also raising concerns about their energy use. The solution to this...
Zsolt Kohalmi, Global Head of Real Estate and Co-Chief Executive Officer March 2021
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