Pictet Asset Management

Kevin Warsh's nomination as new Fed chair has just been confirmed by US Senate. Here's what bond investors should expect from the new rate-setter-in-chief. spkl.io/6013ACZIz

“Investing in evolving technologies can be rewarding, but it is also risky, and distinguishing winners from losers is not straight forward. At Pictet, our approach is to tune out the noise of short-term cycles and focus on the trends impacting long-term investment opportunities.” Steve Freedman, Head of Research and Sustainability, Thematic Equities, @PictetAM. Our ‘Ahead 2026’ report highlights the most prominent trends in science, technology, and sustainability that will shape economic growth and investment: am.pictet.com/ch/en/investme…

Energy security is back in focus. @PictetAM looks at what the recent tensions in the Middle East mean for the energy transition, and which parts of the value chain to watch over the long term.

Tackling biodiversity loss: considerations for sustainability-focused investors. A special report by Pictet AM in partnership with the MISTRA Finance to Revive Biodiversity (FinBio) programme at the Stockholm Resilience Centre. spkl.io/6017AfhXJ

Ex-PM Sunak warns AI is flattening the jobs market for young people, proposing that the government scrap National Insurance to alleviate pain. In this article, we explain how AI will bring a turbulent period of transition before long-term rewards. am.pictet.com/ch/en/institut…

The UK government is "doubling down on clean power, to give our country energy security and bring down bills for good". As we explain here, clean power now offers stability at lower cost, making it the clear choice for governments, businesses and investors.am.pictet.com/ch/en/institut…

In the news this week: Investors diversify into EM fixed income opportunities Robert Simpson, Head of Emerging Markets investment strategy at @PictetAM, explains why #EmergingMarkets fixed income has evolved into an asset class supported by stronger fundamentals and improved policy frameworks that are often more orthodox and proactive. #FixedIncome

Energy security is back in focus. @PictetAM looks at what the recent tensions in the Middle East mean for the #EnergyTransition, and which parts of the value chain to watch over the long term.

How are emerging markets dealing with water stress? It's a topic that seems even more critical amid conflicts in the Middle Eastern. Bahar Sezer-Longworth explains how EM Inc is leading in innovative water solutions, from her recent visit to the region am.pictet.com/ch/en/investme…

Iran war & escalating tensions across Middle East have triggered  turmoil in global #oil & gas markets. But, compared to the last energy shock in 2022, #renewable power is now much more affordable & accessible. Could this be clean energy's turn to shine? am.pictet.com/ch/en/investme…

In times when uncertainty is the only constant, unconstrained fixed income #investing shows its true worth. Find out more on how you can beat volatility with absolute return bond strategies latest Fixed Income Monthly: am.pictet.com/ch/en/investme…

Barometer: Iran conflict demands earnest reassessment of active positions spkl.io/6012AF1ou

How biomedicine has just entered a new era thanks to AI. By Yann MauronPictet Alternative Advisors and Michael Nally Chief Executive of Generate: Biomedicines. spkl.io/6013ALVAD

Conflict in Iran: scenarios for investors, by PictetAM senior multi asset strategist Arun Sai spkl.io/6019AxCpZ

Why is there a women's health gap and how can we fix it? Featuring commentary from Yann Mauron, co-head of Health Private Equity, Pictet Alternative Advisors spkl.io/6011AvApz

From PictetAM senior investment manager, multi asset, @steve_donze

Chinese Tech Firms Are “Well Placed” in AI Race, Says Pictet Asset Management Chief Strategist @PictetAM @luca_paolini #AI

From PictetAM chief strategist @luca_paolini