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Posts From Pictet Asset Management

EM local bonds shine in a low-yield world

EM local bonds shine in a low-yield world

🕔11:08, 26.Jan 2021

The stars are aligning for emerging market local debt. The asset class may have been in the doldrums since the global financial crisis, but it is now poised to outperform thanks to a raft of positive factors – from emerging markets’ solid economic fundamentals and undervalued …

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A climate-aware US ushers in a new era for clean energy

A climate-aware US ushers in a new era for clean energy

🕔08:14, 22.Jan 2021

The election of Joe Biden as the new US President places the world’s biggest economy back at the heart of international efforts to limit global warming. The Democrats’ environmental agenda is as bold as they come. A pledge to re-join the Paris Climate Accord within …

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Barometer: Een herstel waarin we kunnen geloven

Barometer: Een herstel waarin we kunnen geloven

🕔03:29, 13.Jan 2021

Barometer: Een herstel waarin we kunnen geloven Investment Outlook Januari 2021 De Covid-19-vaccins stellen ons in staat om voorbij de pandemie te kijken en ons te richten op de versterking van de economie, die verder ondersteund wordt door aanzienlijke stromen

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Strategic credit: a nimble approach for an uncertain world

Strategic credit: a nimble approach for an uncertain world

🕔11:03, 24.Sep 2020

Active Credit Allocation in Portfolios Jon Mawby discusses the advantages of active credit allocation in portfolios now that government bonds no longer serve their traditional purpose. Governments have launched massive efforts to underpin their economies in the wake of the

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Barometer: Corona conundrum

Barometer: Corona conundrum

🕔15:10, 26.Aug 2020

De markten hebben zich sterk gehouden dankzij voortdurende stimuleringsmaatregelen, maar Covid19 moet nog worden verslagen. De vrees voor een tweede golf en de toenemende politieke risico's pleiten voor voorzichtigheid van de beleggers.

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Sewage to the rescue

Sewage to the rescue

🕔07:57, 4.Aug 2020

Role of wastewater in pandemic prevention Sewage could hold the key to early detection of coronavirus infection waves – and the potential prevention of future pandemics. “The conscience of the city.” That’s how Victor Hugo described the sewers of Paris. One

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Liquiditeit vs. het virus

Liquiditeit vs. het virus

🕔11:08, 17.Jul 2020

Barometer Er zijn bij beleggingen weinig zekerheden. Neem nu Covid-19. Net op het moment dat in veel delen van de wereld de coronaviruspandemie onder controle leek, hebben de VS, Zuid-Korea en Peking opnieuw een …

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Barometer: Liquidity vs the virus

Barometer: Liquidity vs the virus

🕔13:18, 6.Jul 2020

Barometer of Financial Markets – Investment Outlook Vast amounts of stimulus have underpinned the markets after the initial shock of the Covid-19 crisis. The question for investors now is whether such …

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Investing in electric car technology

Investing in electric car technology

🕔11:46, 5.Jun 2020

From lighter, longer-lasting batteries to a new breed of semiconductors, there are a host of investible technologies powering the electric car revolution.

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Barometer, investment outlook mei

Barometer, investment outlook mei

🕔08:51, 14.May 2020

Barometer: Een niet overtuigende rally Aandelen en bedrijfsobligaties laten terug van zich horen na de inzinking. Maar zelfgenoegzaamheid dreigt. Nu het aantal nieuwe gevallen van het coronavirus schijnbaar een hoogtepunt bereikt, en sommige landen in Azië en de eurozone hun

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Sovereign debt risk after the virus

Sovereign debt risk after the virus

🕔17:14, 11.May 2020

How governments were placed on the eve of the coronavirus pandemic will play a significant role in how they emerge from the crisis. The global health crisis triggered by the coronavirus pandemic has firmly put the spotlight on how well

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Barometer, investment outlook april

Barometer, investment outlook april

🕔14:26, 8.May 2020

Wachten totdat de stimulerende maatregelen in werking treden.

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Bulls laid low as virus spreads

Bulls laid low as virus spreads

🕔15:59, 15.Apr 2020

Monthly Asset Allocation Views March 2020 The economic and financial effects of the coronavirus outbreak remain unclear. Which means we continue to take precautions. The coronavirus has spread well beyond China and its neighbours, threatening to morph into a global

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The Discount Factor

The Discount Factor

🕔09:32, 30.Mar 2020

Our global house view in the wake of covid-19 The covid-19 crisis will generate a succession of economic shocks stretched over time and space, resulting in a global recession comparable, in some respects, to what was experienced in 2009. Our

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Shoring up defences

Shoring up defences

🕔10:56, 2.Mar 2020

Barometer: Going viral With the global economy at the mercy of the coronavirus outbreak, investors should consider shoring up their defences in the near term. 01 Asset allocation: shoring up defences Investors are trying to get a handle on the

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Corona-uitbraak: veiligheid als beleggingsthema

Corona-uitbraak: veiligheid als beleggingsthema

🕔14:56, 19.Feb 2020

Het coronavirus maakt veel slachtoffers en creëert behoorlijk wat onrust – ook in de financiële wereld. Toch komt de uitbraak niet helemaal als een donderslag bij heldere hemel. In 2003 werd China geteisterd door het SARS-virus en in 2016 zorgde

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Barometer: Viraal gaan

Barometer: Viraal gaan

🕔09:58, 18.Feb 2020

Barometer: Viraal gaan Nu de wereldeconomie overgeleverd is aan het coronavirus, zouden beleggers moeten overwegen opeen defensievere modus over te stappen. Beleggers proberen grip te krijgen op de waarschijnlijke impact van hetcoronavirus die zich snel uitbreidt in China. De uiteindelijke

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Coronavirus: the economic cost

Coronavirus: the economic cost

🕔09:43, 31.Jan 2020

Coronavirus is spreading across China and beyond. What impact will the epidemic have on the global economy and financial markets? The outbreak of the coronavirus threatens to deal a blow to the global economy, presenting risks to consumption and tourism, and, above

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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.Oct 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.Oct 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.May 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.May 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.May 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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Barometer: A correction looms for equities

Barometer: A correction looms for equities

🕔11:35, 1.May 2019

Equities have recouped almost all the losses they suffered during the late 2018 sell-off, with the MSCI All-Country World Index rising more than 10 per cent since January. But a repeat of this stellar performance looks unlikely in the coming

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Emerging markets’ sunny prospects

Emerging markets’ sunny prospects

🕔13:02, 9.Apr 2019

Forget the recent market upheavals, emerging market (EM) bonds are in something of a sweet spot. Indeed, the coming year could well prove to be the reverse of a rather grim 2018. That positive appraisal boils down to two factors.

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Emerging markets’ sunny prospects

Emerging markets’ sunny prospects

🕔13:02, 9.Apr 2019

Forget the recent market upheavals, emerging market (EM) bonds are in something of a sweet spot. Indeed, the coming year could well prove to be the reverse of a rather grim 2018. That positive appraisal boils down to two factors.

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The EM currencies strike back?

The EM currencies strike back?

🕔14:04, 22.Feb 2019

Emerging markets monitor The growth deceleration in emerging markets will be much less pronounced than in DM according to our leading indicators. This growth gap in favour of EM supports a recovery in EM currencies.

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Euro Credit 2019 Outlook

Euro Credit 2019 Outlook

🕔15:02, 16.Feb 2019

All about policies? Last year was a difficult one for euro credit, with both the ICE Bank of America Merrill Lynch (ICE BofAML) investment grade (IG) and high yield (HY) indices posting negative total returns of -1.1 and -3.6%, respectively

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Barometer: Happy new year?

Barometer: Happy new year?

🕔14:03, 6.Feb 2019

The global economy is cooling. Concerns about a full-blown trade war between the US and China have led to a significant deterioration in business confidence and economic activity, particularly in the developed world. It's not all doom and gloom, though.

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Gold’s precious mettle

Gold’s precious mettle

🕔14:03, 4.Feb 2019

Once again, political and economic uncertainty is pushing to the fore gold’s attractions as an investment haven. But this time investors wanting to allocate capital to the precious metal have a better option than just buying bullion bars or futures

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