Privately-owned, multi-boutique asset manager. Here, our investment experts draw attention to developments crucial to strategic and tactical asset allocation.
Joined September 2015
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Pictet Asset Management retweeted
Jun 8
“Corporate profits are growing fast across the world,” notes @Luca_Paolini, Chief Strategist in the latest Barometer from @PictetAM, “Fundamentals are strong and resilient profit margins are underpinning equity markets so we upgrade from neutral to overweight.”
Read the June Barometer here: am.pictet.com/uk/en/intermed…
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From PictetAM senior investment manager, multi asset, @steve_donze
May 27
5 years on, we’re setting up for another retest of the monetarist paradigm, that is, US broad money growth at 10% annualised rate cannot be reconciled with 2% inflation in the medium term.
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PictetAM chief strategist @luca_paolini talks markets with Bloomberg's Merryn Somerset Webb
spkl.io/6012ACAAn
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Kevin Warsh's nomination as new Fed chair has just been confirmed by US Senate. Here's what bond investors should expect from the new rate-setter-in-chief.
spkl.io/6013ACZIz
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Pictet Asset Management retweeted
May 13
“Investing in evolving technologies can be rewarding, but it is also risky, and distinguishing winners from losers is not straight forward. At Pictet, our approach is to tune out the noise of short-term cycles and focus on the trends impacting long-term investment opportunities.” Steve Freedman, Head of Research and Sustainability, Thematic Equities, @PictetAM.
Our ‘Ahead 2026’ report highlights the most prominent trends in science, technology, and sustainability that will shape economic growth and investment: am.pictet.com/ch/en/investme…
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Pictet Asset Management retweeted
Apr 29
Energy security is back in focus. @PictetAM looks at what the recent tensions in the Middle East mean for the energy transition, and which parts of the value chain to watch over the long term.
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Tackling biodiversity loss: considerations for sustainability-focused investors. A special report by Pictet AM in partnership with the MISTRA Finance to Revive Biodiversity (FinBio) programme at the Stockholm Resilience Centre.
spkl.io/6017AfhXJ
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Ex-PM Sunak warns AI is flattening the jobs market for young people, proposing that the government scrap National Insurance to alleviate pain. In this article, we explain how AI will bring a turbulent period of transition before long-term rewards. am.pictet.com/ch/en/institut…
Apr 22
“You’re more likely to lose your job to someone who is using AI, than to AI itself...”
Rishi Sunak speaks to @faisalislam about how AI could impact jobs, with the former PM saying the “best protection” is to have a “competence and confidence using these new tools.”
#Newsnight
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The UK government is "doubling down on clean power, to give our country energy security and bring down bills for good". As we explain here, clean power now offers stability at lower cost, making it the clear choice for governments, businesses and investors.am.pictet.com/ch/en/institut…
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Pictet Asset Management retweeted
Apr 16
In the news this week: Investors diversify into EM fixed income opportunities
Robert Simpson, Head of Emerging Markets investment strategy at @PictetAM, explains why #EmergingMarkets fixed income has evolved into an asset class supported by stronger fundamentals and improved policy frameworks that are often more orthodox and proactive.
#FixedIncome
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RT @PictetGroup: Energy security is back in focus. @PictetAM looks at what the recent tensions in the Middle East mean for the #EnergyTrans…
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How are emerging markets dealing with water stress? It's a topic that seems even more critical amid conflicts in the Middle Eastern. Bahar Sezer-Longworth explains how EM Inc is leading in innovative water solutions, from her recent visit to the region am.pictet.com/ch/en/investme…
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Iran war & escalating tensions across Middle East have triggered turmoil in global #oil & gas markets. But, compared to the last energy shock in 2022, #renewable power is now much more affordable & accessible. Could this be clean energy's turn to shine? am.pictet.com/ch/en/investme…
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In times when uncertainty is the only constant, unconstrained fixed income #investing shows its true worth. Find out more on how you can beat volatility with absolute return bond strategies latest Fixed Income Monthly: am.pictet.com/ch/en/investme…
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How biomedicine has just entered a new era thanks to AI. By Yann MauronPictet Alternative Advisors
and Michael Nally Chief Executive of Generate: Biomedicines. spkl.io/6013ALVAD
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Conflict in Iran: scenarios for investors, by PictetAM senior multi asset strategist Arun Sai
spkl.io/6019AxCpZ
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