Secular Outlook: market trends and investment insights for the next five years
The investment report explores trends we believe will have the greatest impact on financial markets, shaping our long-term asset return forecasts.
September 2020
Barometer: Let the rally continue
Pictet Asset Management Strategy Unit April 2021
Full steam ahead for emerging markets?
Patrick Zweifel, Chief Economist January 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
Onshore vs offshore china bonds
“China Bonds under the Radar” series aim to provide insights into the 2nd largest bond market in the world - China onshore bond market. In this...
Qian Zhang, Senior Client Portfolio Manager February 2021
Full steam ahead for emerging markets?
Five reasons why we believe the EM GDP growth differential with developed markets should widen in 2021
Patrick Zweifel, Chief Economist January 2021
Load more articles