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Investment views

Our investment experts discuss developments crucial to tactical and strategic asset allocation.

July 2026 Fixed Income

Emerging markets: no longer afraid of oil price

High oil prices no longer spell disaster for emerging markets. Their impact is counterbalanced by booming tech industries, stronger fundamentals and lessened reliance on the dollar.
July 2026 Active Equity

Climbing the value chain: why emerging market stocks are not what they used to be

The developing world's progress along the global value chain could strengthen the case for emerging market stocks.
July 2026 Quantitative Equity

Bridging heritage and innovation: our approach to quantitative investments

David Wright, our Head of Quantitative Investments, shares his most valuable lessons from working at BlackRock and why he decided to join Pictet Asset Management.
July 2026 Multi Asset

Barometer: Equity rally to roll on as stagflation risks recede

With inflationary pressures likely to abate as the US and Iran make progress towards a peace agreement that would stabilise oil markets, equities should build on their recent gains.
July 2026 Quantitative Equity

Artificial intelligence: the secret sauce or just another ingredient?

How is artificial intelligence reshaping the future of quantitative investing? Get access to key findings from our quantitative team's research projects.
June 2026 Fixed Income

The renminbi's quiet transformation

China's renminbi isn't ready to challenge the US dollar's supremacy. But the currency is quietly reconfiguring the global financial system nevertheless.
June 2026 Multi Asset

Barometer: In earnings we trust

Corporate profits are growing at a remarkable pace across the world. That is sure to sustain the equity rally over the medium run.
May 2026 Fixed Income

Under new management: what bond investors should know about a Warsh-led Fed

Kevin Warsh is set to be confirmed as the new chairman of the US Federal Reserve. In this Q&A, Mickael Benhaim, head of fixed income investment strategy and solutions at Pictet Asset Management, explains what investors should expect from a Fed chief that has been publicly critical of how the US central bank conducts monetary policy.
May 2026 Active Equity

Ahead 2026

Discover the trends that will help shape the future of investments -our latest Ahead report brings you actionable insights from top investment minds and global thought leaders.
May 2026 Multi Asset

Barometer: Prospects for US, emerging market stocks remain strong

Even though there is no end in sight to the Iran conflict, the outlook for both emerging market and US equities remains positive; we upgrade both to overweight.
May 2026 Alternatives

China's long/short opportunity

Why China’s diverse and deepening stock market merits a long/short approach.
April 2026 Multi Asset

AI and J-curve: more pain before bigger gain

Investors should brace for a deeper and more costly AI-driven adjustment before they see long-term rewards.
April 2026 Fixed Income

Beating volatility with bonds

In times when uncertainty is the only constant, unconstrained fixed income investing shows its true worth.
March 2026 Multi Asset

Barometer: Iran conflict demands earnest reassessment of active positions

Conflicting signals on how the war in Iran might come to an end have caused violent swings in asset prices. Against this backdrop, we have chosen to reduce allocations to emerging markets and cyclical sectors.
March 2026 Active Equity

Why the Gulf war will spur a new wave of clean energy investment

Geopolitical shocks expose fossil fuel risks. Renewables will fill the gap, driving investment in grids and resilient power systems.