In the mid-1990s, early in my investment career, working for another asset management firm I was given the responsibility of managing a global equity segment in a pension fund. Until then I had only run single country portfolios so it was an exciting opportunity for me.
At Pictet Asset Management we’ve designed our thematic equity strategies around three key investment pillars.
At Pictet Asset Management our advisory boards are a key pillar of our thematic equity investment approach
It’s become the norm for equity investors to appraise a company on environmental, social and governance (ESG) criteria. Now, ESG analysis is also beginning to gain traction in the fixed income market. Ultimately, we believe that a clear under- standing of company ESG profiles gives investors a clear edge in surfacing the gems from a broad and deep pool of corporate credits.
What does the future hold for investors? Find out more about our long-term views on market and asset class performance in our Secular Outlook.