Content (89)
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White papersBRICS+ and contested global leadership: implications for investment management
The second study of the Pictet Research Institute explores the rise of the BRICS+ coalition as a counterweight to the G7 amid shifting economic dynamics. It examines how BRICS+ challenges the Western-led international system and the implications for investment strategies in a polarised world.
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White papersThe critical role of US debt sustainability in the world financial architecture
This first paper delves into the complexities of the US debt-to-GDP ratio, exploring its sustainability in the context of the United States’ unique position in the global financial architecture and geopolitical order. This research provides critical insights into how the US can maintain its economic stability and what the potential risks are if current trends continue. This publication is issued by the Pictet Research Institute.
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White papersSeven trends to watch in 2025
The key trends in science, technology and sustainability over the next 12 months – and beyond.
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White papersThe investment landscape in 2025
Pictet Asset Management’s annual outlook provides detail on the defining themes of 2025. We share critical insights into the challenges and opportunities that financial institutions may face.
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White papersA local approach to European private debt
European private debt is a diverse and growing market. Local expertise is essential to making the most of the opportunities on offer, particularly in the often overlooked lower-mid-market segment.
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White papersCredit’s turn to shine
From attractive yields to strong fundamentals, our analysis shows that credit markets have the potential to outperform.
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White papersEmerging markets in the new world order
The world order of the second half of the 20th century is being turned on its head. The shift should be positive for emerging markets and thus investors in EM debt.
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White papersFive-year investment outlook
Our analysis shows the dispersion of returns across domestic equity and bond markets will decline over the next five years. This suggests investors should consider investing across sectoral lines and allocate more of their capital to corporate bonds.
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White papersCredit where credit is due
During the past quarter century or so, a blend of European credit would have delivered better returns at lower risk than the standard balanced portfolio
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White papersBiodiversity bonds: the new frontier in fixed income markets
Sovereign, supranational and corporate borrowers are issuing bonds that embed biodiversity protection and restoration goals.
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White papersTailoring the Taylor Rule for a clearer steer on rates
What will happen to interest rates this year? We’ve developed a modified version of the Taylor Rule which might have the answers.
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White papersCosting the Earth: measuring corporations’ impact on biodiversity loss
Investors can no longer afford to ignore the devastating economic effects of biodiversity loss, but they need better tools to assess and manage the risks. We introduce the new scientific research by our academic partners at the MISTRA FinBio programme which should help guide investors.
