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BRICS+ and contested global leadership: implications for investment management

Multi Asset 1 min read
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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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.
  • 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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