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Investment views

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

August 2026 Multi Asset

Barometer: Staying the course on equities

Equity markets have further to run thanks to strong earnings, resilient economic growth and continued investment in AI.
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.
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 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.
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 Multi Asset

The Iran war: scenarios for investors

The Iran war has roiled markets. Here are the scenarios investors should consider.
March 2026 Multi Asset

Barometer: Stock market rotation won't derail rally

Concerns over the economic effects of AI have led to changes in the patterns of returns across stock markets worldwide. But we see no reason for the equity rally to falter over the near term.
February 2026 Multi Asset

Barometer: EM stocks set to remain at top of leaderboard

Looser monetary and fiscal policy should help equity markets build on their gains and we expect emerging market stocks to pull away from the rest over the near term.
January 2026 Multi Asset

Barometer: Stocks set for further gains as economic conditions remain benign

We remain overweight stocks, and expect emerging market equities to build on their gains thanks to additional rate cuts and healthy economic growth
December 2025 Active Equity

Reflecting on 30 years of active thematic equities

Pictet Asset Management is the pioneer in thematic investing. Find out how it started as the team reflects on 30 years of active thematic management.
December 2025 Active Equity

Biotech: Pictet's oldest thematic strategy is turning 30

In a universe where innovation has the power to transform patients’ lives, but one also dominated by mergers, takeovers and bankruptcies, our Biotech strategy has stood the test of time.
December 2025 Multi Asset

The investment landscape in 2026

Global equities should build on their gains next year, with emerging market stocks delivering among the best returns. In fixed income and currency markets, government bond yields could edge higher over 2026 while the US dollar is set to depreciate further.
November 2025 Multi Asset

Barometer: Rally appears set to continue into year end

We retain our overweight stance on equities as corporate earnings and economic conditions suggest the rally will extend into year end.