Trends and opportunities

Our experienced team of portfolio managers discuss what they see as the most attractive long-term investment opportunities. 

Barometer: A V-shaped recovery after all?
An economic recovery appears to be gathering pace. That means emerging market stocks, and some cyclical sectors, are looking more attractive.
Pictet Asset Management Strategy Unit September 2020
Barometer: Corona conundrum
Markets have rallied sharply on unrelenting policy stimulus, but Covid-19 has yet to be defeated. Fears of a second wave and mounting political risks...
Pictet Asset Management Strategy Unit August 2020
Barometer: Liquidity vs the virus
Vast amounts of stimulus have underpinned the markets after the initial shock of the Covid-19 crisis. The question for investors now is whether such...
Pictet Asset Management Strategy Unit July 2020
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