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2019 Global Investment OutlookSubscription

Mon, 21 Jan 2019

“As central banks take away the proverbial punchbowl of quantitative easing, markets will be more volatile and returns will be lower even as the global economy continues to post solid growth. Investors will have to be more selective with a greater focus on capital preservation to ensure they are not left naked as the tide of central bank liquidity goes out. Simply ‘buying the market’ will no longer work.” DAVID RILEY, CHIEF INVESTMENT STRATEGIST

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European Asset -And Mortgage- Back Securities Ten Years On

Fri, 14 Dec 2018Updated: Tue, 18 Dec 2018

How do the European asset- and mortgage-backed securities fare today a decade after the financial crisis they have been incriminated in? We make an assessment of the asset class, comparing today’s market conditions with those of ten years ago.

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building blocks for the low carbon economy

Building blocks for the low carbon economy: Managing climate risk in real estate investingSubscription

Tue, 18 Dec 2018

Climate change poses clear and material risks to real estate assets with the potential to impact return profiles. This paper focuses on listed real estate, which has historically lacked appropriate tools to allow investors to assess their exposure to climate risk and to integrate it effectively in their investment strategies.

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global investment outlook 2019

Global Investment Outlook 2019Subscription

Wed, 16 Jan 2019

Our 2019 outlook forum brought together roughly 100 investment professionals to discuss the global economic outlook, identify market themes for the new year, debate risks such as recession fears, and refresh our asset views.

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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 December 2018

At times we aim to find the mountains within the molehills of manager expectation shifts. In our defence, any curvature is worthy of recognition. Sometimes, changes (or lack thereof) come along that are worth diving into. In the prior survey, it was the four-month lack of change within the high sentiment toward US equity markets to rise that was significant. During the current period, hyperbole aside, change has 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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green listed real estate what you need to know

Webinar: Green listed real estate - what you need to knowSubscription

Tue, 18 Dec 2018

With EPRA, Nareit and FTSE Russell

ftse russell european asset owner trends in 2018

Video: European Asset Owner Trends in 2018Subscription

Tue, 18 Dec 2018

Henry Odogwu, managing director, head of asset owner group Europe, FTSE Russell highlights key investment trends we have seen within the asset owner community in Europe. He also discusses some of the key challenges faced in an ever changing financial landscape.

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Your first step in manager selection...

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

  • QN-2503

    Asset class: Equities.
    Asset region: Emerging Markets.
    Size: EUR 30m.
    Closing date: 2019-01-31.

  • QN-2505

    Asset class: Real Estate Core/Core-Plus Multi-sector strategy.
    Asset region: Asia-Pacific.
    Size: $ 50m.
    Closing date: 2019-01-28.

  • QN-2506

    Asset class: Currency Overlay.
    Asset region: Global.
    Size: USD 4 bn..
    Closing date: 2019-02-11.

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