For environmental investors, there is a sliver lining to the shakeout in ESG Gertjan Van Der Geer, Senior Investment Manager and Stephen Freedman, Head of research and sustainability, Thematic Equities, Pictet Asset Management. ESG investing appears to have hit a major roadblock. Donald Trump’s return…

You’ve got mail César Pérez Ruiz, Chief Investments Officer Pictet Wealth Management. The week in review US stocks rose to record closing highs last week, buoyed by a robust jobs report that boosted investor confidence in the economy’s resilience even if it effectively killed off…

The rapid loosening of the ECB's monetary policies has eclipsed the window of opportunity enjoyed by bond investments, the hunt for yields. However, European high yield still has potential and offers an opportunity with its 5.5% yield, described as attractive by some managers despite certain…

Pictet anticipate that returns across major asset classes will converge over the next five years. As a long-term investor, this presents you with an opportunity to reassess and refine your strategic asset allocation. Their experts share detailed forecasts and actionable recommendations. Overview: The Great Convergence…

Allianz Global Investors present its Houseview for Q3 2025 “FOGI” – fear of going in – that has taken hold among institutional investors amid erratic policymaking and volatility in US markets might be replaced by FOMO – fear of missing out. Amid concerns over policymaking…

Stock selection by an independent model and the use of a pure artificial intelligence quantitative model have resulted in a significant outperformance for one of the latest additions to the Pictet AM family of funds. This success has generated a rare enthusiasm among investors. The…

The markets, which have been under constant stress in recent weeks, have remained unfazed. In his monthly market review, David Kruk, Head of Trading Desk at La Financière de l'Échiquier (LFDE), gives the latest market buzz and his outlook for the summer. What David Kruk…

When corporate bond issuers suffer downgrades, opportunities open up for investors prepared to take the long-term view. Ermira Marika, Head of Developed Markets Credit, Nithin Mallya, Quantitative Analyst, Nicolas Musolino, Head of Systematic Research, Developed Markets Credit at Pictet Asset Management. The trade war has…