Pictet has been building active thematic strategies since the 1990s. Our Global Thematic Investment Solutions team partners with clients to create customised solutions that meet their unique needs for asset allocation, responsible investment beliefs, portfolio characteristics requirements, exclusions, legal wrapper, risk appetite and more.
We anticipate that returns across major asset classes will converge over the next five years. As a long-term investor, this presents you with an opportunity to reassess and refine your strategic asset allocation. Our experts share detailed forecasts and actionable recommendations.
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.