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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
Market views and asset allocation - May 2021
Pictet Asset Management Strategy Unit
Has quantitative easing become emerging markets’ new saviour?
Anjeza Kadilli, Senior Economist April 2021

Why invest in Asia?

Thanks to the region's growth potential and better management of the pandemic, Asia has become a core asset with superior long-term growth characteristics. Find out how to capture the investment potential of Asia.

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Investing whatever the (inflation) weather
Concerns about an overheating economy are growing and investors are scrambling to get the clearest view possible on inflation. We believe a better...
Andres Sanchez Balcazar, Head of Global Bonds May 2021
Why real yields really matter
Bond investors use several indicators to guide portfolio construction but it's the real yield that deserves their undivided attention.
Mickael Benhaim, Head of Fixed Income Investment Strategy & Solutions May 2021
Barometer: It's in the price
While economic conditions continue to improve, there are signs the market rally is running ahead of fundamentals. We have consequently dialled down...
Pictet Asset Management Strategy Unit May 2021
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