14 January
Looking back on a year many would rather forget, our chief strategist Luca Paolini discusses developments that should live long in our collective memory.
Luca Paolini, Chief Strategist
4 January
As the rollout of Covid-19 vaccines continues apace, equity markets look set to enjoy strong support in 2021.
Pictet Asset Management strategy unit
10 December
Offices in a post-pandemic world will likely change in appearance, but they will remain key to cities – and commercial real estate portfolios.
Zsolt Kohalmi, Global Head of Real Estate and Co-Chief Executive Officer; Pictet Alternative Advisors
2 December
Covid-19 has disrupted the food sector’s supply chains and is set to change consumer eating habits for good.
The Thematic Advisory Board
1 December
With a Covid-19 vaccine on the horizon, cyclical stocks could stage a recovery.
Pictet Asset Management strategy unit
10 November
There are various paths the world could take in the wake of the Covid-19 health crisis. Our study presents investors with four scenarios that might plausibly unfold over the next five to 10 years.
Stephen Freedman, Senior Product Specialist
Daria (Dasha) Krivonos, CEO and Futurist Copenhagen Institute for Future Studies
1 November
As the second wave of Covid-19 sweeps through Europe and the US, some emerging market and Asian assets look more appealing.
Pictet Asset Management strategy unit
19 August
The global health crisis has led to a drastic decline in humanity’s ecological footprint. How can the world continue along this sustainable trajectory?
Stephen Freedman, Senior Product Specialist
11 August
In recent months, most major emerging market central banks have sharply cut their policy-rates to alleviate the negative economic shock of the pandemic. But is this sustainable and what can we expect going forward?
Nikolay Markov, Senior Economist
3 August
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 argue for investor caution.
Pictet Asset Management Strategy Unit
30 July
Sewage could hold the key to early detection of coronavirus infection waves – and the potential prevention of future pandemics.
Marc-Olivier Buffle, Senior Product Specialist, Cédric Lecamp, Senior Investment Manager, Thematic equities team
15 July
Global lockdowns have proved a major catalyst for speeding up the digital revolution, opening up new opportunities in life and in investment.
Sylvie Séjournet, Senior Investment Manager, and Anjali Bastianpillai, Senior Product Specialist
10 July
Cracks in the corporate world have been papered over by central bank liquidity. But as economic fundamentals exert themselves, opportunities will open for distressed debt investors.
Total Return Fixed Income team
3 July
Coronavirus will change the shape of our cities, but the tide of urbanisation is unstoppable.
Zsolt Kohalmi, Global Head of Real Estate and Co-Chief Executive Officer
29 June
How the global pandemic is speeding up the expansion of the touchless economy.
Mega in conversation with Daria Krivonos, Chief Executive Officer at Copenhagen Institute for Future Studies
10 June
Will huge amounts of stimulus trigger the sort of stagflation that ravaged the world in the 1970s? We don't think so.
Patrick Zweifel, Chief Economist
3 June
In our last edition we covered the monetary response to Covid 19 in emerging markets. This time we look at the fiscal side: which markets are making the biggest adjustments and which seem at greater risk?
Patrick Zweifel, Chief Economist, Emerging Markets
3 June
The health care industry’s fight against the coronavirus should boost its long-term investment appeal.
Marc Booty, Senior Investment Analyst for Global Healthcare
7 May
How governments were placed on the eve of the coronavirus pandemic will play a significant role in how they emerge from the crisis. In our latest Fixed Income Monthly, Andres Sanchez Balcazar and Sabrina Khanniche look at the disease’s longer-term implications for the sovereign debt markets.
Andres Sanchez Balcazar, Head of Global Bonds, and Sabrina Khanniche, Senior Economist
