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Posts From Pictet Asset Management

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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Featured Events & Webinars

  1. T. Rowe Price – Webinar – What will a new era bring for Japan?

    October 7 @ 10:00 - 10:30

Twitter

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"The relentless run in #riskassets over the last five months finally faded a bit in early September, as the S&P 500 fell nearly 8% and the tech-heavy #NASDAQ fell 11%. This year’s returns have been heavily influenced by the …" -> https://www.opiniopro.com/2020/09/northern-trust/an-interesting-fall/

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"All eyes were on #centralbanks. As expected, the #Fed left its rates unchanged. It even said they would not move until inflation rose above 2% and stayed there for some time, a situation ..." -> https://www.opiniopro.com/2020/09/edmond-de-rothschild/central-banks-strive-to-maintain-visbility/

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