Latest insights for investors Views from our experts
Pictet Wealth Management
Pictet Asset Management
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
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
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
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
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
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
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
The health care industry’s fight against the coronavirus should boost its long-term investment appeal.
Marc Booty, Senior Investment Analyst for Global Healthcare
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