Investment views Home Investment views Investment views Our investment experts discuss developments crucial to tactical and strategic asset allocation. Filter by item Selected filters Responsible future Clear all filters ... results September 2024 Active Equity Emerging market equities: the view from the ground When it comes to emerging market equities investment, local insights can help create significant additional value. September 2024 Fixed Income Alternative credit: why overlooking Europe is a mistake From private debt to distressed and special situations, Europe is fertile ground for investment in alternative credit. It's a region investors can't afford to ignore. September 2024 Multi Asset Barometer: Conditions favour Swiss and financial stocks With interest rates set to fall further and the global economy heading for a soft landing, prospects for Swiss and financial stocks look bright. August 2024 Active Equity Energy transition in EM: accelerating change Why EM Inc is in a unique position to accelerate the global energy transition. August 2024 Fixed Income Chinese onshore bonds: through thick and thin Why Chinese onshore bonds should always be part of global investors' diversified portfolios. August 2024 Multi Asset Barometer: summer slowdown Equities have had a good start to the year, but the summer could be an opportune time to take some profits, with the rest of the year likely to bring weaker growth and fewer earnings beats. July 2024 Alternatives Stock picking within a top-down framework Upon winning the UCITS Hedge Awards for Best Performing Fund in 2023 and Best Performing Fund over five years in the Equity Long/Short (Global) – Discretionary category, the Pictet TR – Atlas strategy gets the spotlight in an editorial piece by the Hedge Fund Journal. July 2024 Multi Asset Expertise in Multi Asset passive solutions Pictet Asset Management is a leading expert in multi asset passive investing, with over 35 years of experience managing passive funds and a combined assets under management of CHF 72 billion. July 2024 Fixed Income Emerging markets in the new world order The world order of the second half of the 20th century is being turned on its head. The shift should be positive for emerging markets and thus investors in EM debt. July 2024 Multi Asset Barometer: Scaling back IT but still positive on stocks Conditions remain favourable for equity markets overall but we trim exposure to tech stocks following their stellar run. June 2024 Active Equity EM Asia’s starring role in new era of edge AI Emerging market equities could help investors tap into the next wave of the AI boom. June 2024 Fixed Income Credit's turn to shine From attractive yields to strong fundamentals, our analysis shows that credit markets have the potential to outperform. June 2024 Active Equity Brand innovation: not tech, but design Most think of innovation in terms of technology. But with premium brands, the innovation that matters most is design. June 2024 Active Equity Premium brands: travel moves upmarket The shape of travel is shifting. The offering is moving increasingly upmarket, in part to capture the business travellers who are tacking on days of leisure to their trips. June 2024 Active Equity Rethinking emerging markets Different forces are at work on emerging market economies. Thinking about them across various dimensions helps to make sense of how their equity markets have and are likely to perform. Load more