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global equity franchise

Global Equity Franchise: Three Years of ResultsSubscription

Wed, 1 Aug 2018Updated: Mon, 13 Aug 2018

The Lazard Global Equity Franchise Fund started on 30 June 2015 with three investment objectives: (1) Long-run wealth creation; (2) Alpha generation (excess returns with lower risk); (3) Defensive pattern of performance.

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wells fargo sdfi

Opportunities in the Short Duration Fixed Income MarketSubscription

Wed, 8 Aug 2018

The short duration fixed income market is the most investible it’s been in nearly a decade, with short-term yields at their highest levels since 2008. 

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the medical real estate boom

The Medical Real Estate BoomSubscription

Tue, 14 Aug 2018

In 2018, health care became the biggest employer in the U.S., now about 12% of the workforce, largely driven by population demographics. Millennials are the largest generation in history and over one-third of Americans are now over age 50. 

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the big book of si

New: The Big Book of SI

Wed, 15 Aug 2018Updated: Wed, 15 Aug 2018

In our new, 102-page, The Big Book of SI, we analyze the present status of sustainability investing and the big trends that are shaping its future. The book also zooms in on sustainability reporting and the link between ESG and performance.

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data and technology

Data and Technology: How Information is Consumed in the New Age

Thu, 2 Aug 2018

This follow-up paper Data and Technology: How Information is Consumed in the New Age, reviews the consumption of structured data.

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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 horizon....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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Asset Manager Search

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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-2467

    Asset class: Search for a broker (mainly ETFs).
    Asset region: Global.
    Size: 250m.
    Closing date: 2018-08-28.

  • DS-2468

    Closing date: 2018-08-24.

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