What’s in the report?
- The BRICS+ coalition aims to reform the international system, reduce Western influence and achieve strategic autonomy.
- Assumptions about free trade, globalisation and peace are being challenged, necessitating a re-evaluation of investment strategies.
- BRICS+ is emerging as an economic force with control over trade routes, energy resources and military capabilities.
- In this polarised world, investors should favour an active investing approach using thematic and multi-asset strategies to better harness growth drivers such as technology, energy, commodities and productivity.
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Explore the Pictet Research Institute
Launched at the beginning of 2024, the Pictet Research Institute focuses on producing research on long-term investment topics.
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The critical role of US debt sustainability
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.