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Artikelen van Pictet Asset Management

Barometer: Aangemoedigd door de opkomende landen

Barometer: Aangemoedigd door de opkomende landen

🕔08:39, 16.jan 2020

Asset allocatie: vertraging bestrijden Beleidsmakers hebben tot nu toe een forse wereldwijde economische vertraging succesvol weten te voorkomen. De Amerikaanse Federal Reserve en de Europese Centrale Bank hebben de monetaire kraan geopend, terwijl sommige regeringen in opkomende landen fiscale stimuleringsmaatregelen hebben genomen, een voorbeeld

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Barometer: Niet meegesleurd

Barometer: Niet meegesleurd

🕔15:00, 14.jan 2020

Maandelijkse Asset Allocatie Vooruitzichten De wereldeconomie lijkt er aan het begin van het nieuwe jaar stabieler voor te staan. Maar beleggers moeten opletten niet zelfgenoegzaam te zijn. Begin 2020 hebben beleggers redenen om optimistisch te zijn. De wereldeconomie stabiliseert zich

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Innovation for a healthier world

Innovation for a healthier world

🕔17:34, 13.jan 2020

Technology is reshaping our world. Health is no exception. The pressure to develop new medicines and other health products is building thanks to the demands of an ageing and increasingly health-conscious world population. This is giving rise to a world

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Barometer: The gloom lifts a little

Barometer: The gloom lifts a little

🕔10:05, 12.dec 2019

Central banks are opening the liquidity taps again, easing concerns over growth and corporate profits. Prospects for emerging market assets look better as a result.

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Voorzichtig herstel

Voorzichtig herstel

🕔10:30, 5.dec 2019

Het klimaat op financiële markten verbetert doordat centrale banken de liquiditeitskraan opendraaien en omdat de handelsoorlog niet verder oplaait. Aandelen naar neutraal, maar liquiditeiten blijven favoriet Er breekt een waterig zonnetje door op financiële markten. Dat is voor een groot deel te danken

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Barometer: The investment landscape in 2020

Barometer: The investment landscape in 2020

🕔08:34, 5.dec 2019

The dollar's bull run should come to an end, weighing on US equities. Emerging market debt, European equities and value stocks have the potential to outperform. Tread carefully. The path to strong investment returns in 2020 won't be a smooth

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Barometer of financial markets, October investment outlook

Barometer of financial markets, October investment outlook

🕔10:52, 6.nov 2019

Barometer: Struggling for inspiration European stocks are a bright spot in an otherwise uninspiring equity market. Corporate profits are barely growing. Almost USD15 trillion of debt trades at yields below zero. And trade disputes are rumbling on. There is, then,

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Abqaiq Attack A Turning Point In The Oil Market

Abqaiq Attack A Turning Point In The Oil Market

🕔08:58, 14.okt 2019

The largest oil supply disruption on record The attacks on the Abqaiq and Khurais oil facilities in Saudi Arabia on 14 September triggered the largest oil market disruption on record. The attacks caused 5.7mbd of Saudi production to be shut

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Barometer of financial markets, September investment outlook

Barometer of financial markets, September investment outlook

🕔08:06, 3.okt 2019

As central banks aren't likely to deliver the volume of stimulus markets are hoping for, we remain underweight equities.

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5 questions for our SmartCity portfolio manage

5 questions for our SmartCity portfolio manage

🕔12:37, 17.sep 2019

Smart Cities: Insights On A Powerful Trend Ivo Weinöhrl, Senior Investment Manager for Pictet's SmartCity strategy, explains how the powerful urbanisation trend is creating compelling investment opportunities.

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Uncovering the true guardians of the environment

Uncovering the true guardians of the environment

🕔17:48, 30.aug 2019

Investing to protect the planet's natural resources requires a deep understanding of industry's ecological footprint. Our environmental strategy has a model for that.  

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A secular Outlook

A secular Outlook

🕔17:36, 23.aug 2019

It gives me great pleasure to introduce our 7th Secular Outlook. With this publication, we aim to draw on past experiences to shed light on the future. Looking back, the period since the 2008 financial crisis has been unusually kind

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GCC enter the EM club

🕔13:21, 18.aug 2019

China, Turkey and Argentina dominated the headlines in recent months, but one emerging market story has been neglected. That of the oil-rich Gulf Co-operation Council (GCC) nations entering the leading external EM sovereign bond index.

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How do your investments impact biodiversity?

How do your investments impact biodiversity?

🕔13:21, 18.aug 2019

About 250 million years ago, some 96 per cent of animal and plant species perished in what is considered to be the largest of the five mass extinction events on Earth. Known as “the Great Dying”, the catastrophe was caused

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Currencies: Us Dollar Bar For Us Fx Intervention Remains High

Currencies: Us Dollar Bar For Us Fx Intervention Remains High

🕔08:51, 20.jul 2019

The Trump administration has been focusing on the US’s trade deficit with some of its main trading partners such as China and Germany. A strong dollar is exacerbating this deficit and has visibly exasperated President Trump. Indeed, the Fed’s broad

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Euro area: economic activity what did we learn from the latest industrial production data?

Euro area: economic activity what did we learn from the latest industrial production data?

🕔07:46, 20.jul 2019

After two consecutive months of contraction, euro area industrial production (IP, excluding construction) rose by 0.9% month on month (m-o-m) in May, above consensus expectations (0.2%). To avert negative IP growth over the whole of Q2, IP will need to

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Tech: here for the long term

Tech: here for the long term

🕔15:21, 5.jul 2019

Technology isn’t all volatile start-ups or new gadgets. It’s a sector whose prospects make it an attractive investment for the long run. Lyft and Uber IPOs have dominated tech sector headlines, with investors first snapping up shares in the car-sharing

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Timber: sustainable material, sustainable investment

Timber: sustainable material, sustainable investment

🕔15:21, 2.jul 2019

Trees that kill their attackers. It sounds like science fiction, but it’s actually scientific fact. Researchers investigating the mysterious death of hundreds of kudu in South Africa in the 1990s made a startling discovery: the antelope were killed by the

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Barometer of financial markets, June investment outlook

Barometer of financial markets, June investment outlook

🕔17:02, 30.jun 2019

Barometer: More pain to come Fresh trade tensions raise concerns about prospects for both the global economy and equity markets. 

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A secular Outlook

A secular Outlook

🕔15:00, 21.jun 2019

Overview It gives me great pleasure to introduce our 7th Secular Outlook. With this publication, we aim to draw on past experiences to shed light on the future. Looking back, the period since the 2008 financial crisis has been unusually

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A Secular Outlook

A Secular Outlook

🕔13:02, 19.jun 2019

It gives me great pleasure to introduce our 7th Secular Outlook. With this publication, we aim to draw on past experiences to shed light on the future. Looking back, the period since the 2008 financial crisis has been unusually kind

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European real estate offers better value than the US or Asia

🕔13:21, 5.jun 2019

Europe was late to the real estate party. But being late isn’t always a bad thing. It means that Europe’s real estate cycle is less advanced, with more growth still ahead compared to the US, and with valuations that are

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Invest in tomorrow’s cities

🕔17:21, 13.mei 2019

Our latest thematic fund aims to capture the strong growth potential of companies finding smarter solutions to the urbanisation challenge.

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Barometer: Beware of exuberance

Barometer: Beware of exuberance

🕔12:21, 3.mei 2019

The S&P 500 hit all-time highs in April with investor optimism fuelled by rising corporate margins. But we remain underweight US stocks, and are instead attracted to the better growth prospects and valuations of emerging markets. Net profit margins in

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Why the taps won’t run dry

Why the taps won’t run dry

🕔11:35, 1.mei 2019

THEMATIC EQUITIES INVESTMENT IN WATER Technology holds the key to resolving the world’s growing water shortage problems. Thematic investors can make the most of the opportunity.  

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Zoek

Twitter

De best gelezen #research bij @Opinio_Pro:

#1 7-Year Asset Class Real Return Forecasts #GMO

#2 2020 Long-Term Capital Market Assumptions @InvescoEMEA

#3 What the heart already knew @TriodosIM @TriodosNL

#4 From TINA to FOMO @DWS_Group

-> https://www.opiniopro.com/

Global Asset Allocation Views Q1 2020 -> https://www.opiniopro.com/2020/01/jp-morgan/global-asset-allocation-views-q1-2020/ #AssetAllocation #credit #equites #Equities #FixedIncome via @JPMorganAM

Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG

The US federal reserve’s ‘whatever it takes’ moment has arrived -> https://www.opiniopro.com/2020/01/ubp/the-us-federal-reserves-whatever-it-takes-moment-has-arrived/ #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA

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