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the decisive eye

The Decisive Eye: A strategic bulletin on issues and opportunities in European real assetsSubscription

Thu, 19 Jul 2018

In this latest issue of the Decisive Eye, we examine Europe’s DIGITAL future: Demographics, Infrastructure & Globalization, and Innovation Themes for Active Long-term investments.

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tackling financial exclusion through the financial markets

Tackling financial exclusion through the financial marketsSubscription

Fri, 6 Jul 2018Updated: Wed, 18 Jul 2018

We have never lived in a more interconnected society. We can communicate with friends and colleagues on the other side of the planet in the blink of an eye, and have more access to more information than ever before. 

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economic insights june 2018

Economic Insights: June 2018Subscription

Thu, 19 Jul 2018

Stock market outlook: It may be a long, hot summer. Defensive stocks outperformed in June; investors may be starting to worry. We believe the robust U.S. and world economy should bring higher stock prices later this year.

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Top 100 Real Estate Investment Managers survey top 100 2017 graphicdouble blackarrow

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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

Unlike autumn where change is evident, the shift to summer is less dramatic. One day the air feels different than before, and before you know it, the chill in the nights has left, and a new season officially arrives. With relatively few meaningful shifts evident on the surface among manager expectations recently, change has been harder to recognise, but it does seem the nights are getting warmer. As often in high summer, storms – in the form of volatility – may be on the 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 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 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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US-China trade tensions ratchet upSubscription

Thu, 12 Jul 2018

The US has set in motion a further round of protectionist measures on China. Although these measures are not conducive to global trade, equity market jitters are more reflective of fears of escalation than a response to the actual impact on corporate bottom lines. Political posturing means President Trump will probably keep up his protectionist rhetoric, creating more volatility, but there are grounds to be positive on China.

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