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how should i combine active and passive in my portfolio

How should I combine active and passive in my portfolio?Subscription

Mon, 4 Jun 2018Updated: Wed, 6 Jun 2018

Unlike many things in life, the method is not as important as the outcome. Active or passive? Friends or enemies? It’s time to reframe the debate and embrace the whole continuum.

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dutch mortgage markets from an international perspective

Dutch mortgage markets from an international perspectiveSubscription

Fri, 15 Jun 2018

An increasing number of investors are looking at the opportunities that direct mortgage investments around the world can offer to their search for yield. 

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perception demographics technology

Innovation Paper 1 | Perception, demographics, technologySubscription

Fri, 15 Jun 2018

There are gradual shifts in market conditions that may act as magnetic forces on the distant use, value and investment performance of commercial real estate and infrastructure assets. 

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lazard esg

The Growing Importance of the "E" in ESGSubscription

Thu, 14 Jun 2018Updated: Fri, 15 Jun 2018

Growing environmental concerns, and the concerted effort to tackle them on a global scale, are generating large-scale changes across multiple industries. The ability to more precisely identify how environmental regulations are driving industry changes, and having a deeper understanding of their impact on related companies and sectors, could offer investors a structural advantage.

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secular outlook 2018

Secular Outlook: our five-year market viewsSubscription

Fri, 15 Jun 2018

What does the future hold for investors? Find out more about our long-term views on market and asset class performance in our Secular Outlook.

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Top 100 Real Estate




IPE Investment Manager Expectations Indicator double blackarrow

Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months

investment manager expectations indicator

single redarrow Manager expectations June 2018

This month’s IPE Expectations Indicator poll sees no change in some areas, some change in others, and a continuation of a long-term trend, which is, in itself, both a change and not a change....read more

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Pictet Asset Management
Pictet Asset Management is an independent asset manager, overseeing over EUR 162 billion for our clients across a range of equity, fixed income, alternative and multi asset products.

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dissecting the cost of trade war

Dissecting the cost of trade war
Investors are becoming hopeful that the US and China can avert a full-scale trade dispute. The world’s two biggest economies have reasons to do so – according to our calculations, a trade war – however improbable – would tip the global economy into stagflation and lead to a sharp decline in world stocks, as our chief strategist Luca Paolini outlines in this short article....read more

us bond yields

US bond yields: nothing to see here?
Investors shouldn’t get too anxious about a recent sell-off in US Treasuries. In investment, nothing focuses the mind more than those instances when a currency, index or security bursts through what’s regarded as a “psychologically important” level. Investors are currently living through just such a moment....read more

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the biggest misconception about clos

The Biggest Misconception About CLOs

Wed, 23 May 2018Updated: Wed, 13 Jun 2018

Why investors shouldn’t confuse CLOs with CDOs.

clos what do they contribute to a multi asset credit strategy

CLOs: What Do They Contribute to a Multi-Asset Credit Strategy?

Fri, 18 May 2018Updated: Wed, 13 Jun 2018

CLOs can provide diversification and low correlation with other sectors, as well as other benefits.

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IPE QUEST

Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

  • QN-2444

    Asset class: Trade Finance.
    Asset region: Global.
    Size: USD 10m.
    Closing date: 2018-06-25.

  • QN-2452

    Asset class: Hard Currency.
    Asset region: Emerging markets.
    Size: USD 300 mil..
    Closing date: 2018-06-22.

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