Pictet Asset Management

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

Writing in Funds Europe, PictetAM chief economist @Pk_Zweifel runs the rule over stablecoins, and describes the contrasting approaches the US and Europe are taking in developing what could be one of the most disruptive innovations in finance. spkl.io/6013At00W

Breakthroughs in machine-to-machine learning and power storage are two of the seven trends that will define thematic investing in 2026. Discover the others with PictetAM Head of research and sustainability for thematic equities, Steve Freedman spkl.io/6015Atlxv

In the news this week: Investors eye European IPO bonanza. @PictetAM senior economist Sabrina Khanniche explains what is fuelling the momentum in Europe's IPO market. #InTheNews #PictetAssetManagement #IPO

Will Japan's changing political landscape affect your bond investments? A Q&A with PictetAM head of macro and multi sector fixed income, Linda Raggi. spkl.io/6019At6Lc

Barometer: Why EM stocks should remain top of the global leaderboard spkl.io/6013AsR0f

From PictetAM senior investment manager, multi asset, @steve_donze

When Trump 1.0 rhymes.

1/ China hit its 5% GDP target in 2025, roughly in line with potential growth. No overheating. No major disappointment. Growth slowed to 4.5% y/y, but accelerated to 5.4% q/q annualized in Q4. Still a two-speed economy: weak domestic demand, strong external demand.

How might the US's intervention in Venezuela and more muscular policy towards Latin America in general change the investment landscape for bond investors? am.pictet.com/ch/en/institut…

“The US and euro zone are likely to see steady – if uneven – growth in 2026, with other developed economies following a similar trajectory and EM expanding even faster,” notes @Luca_Paolini, Chief Strategist, in the latest Barometer from @PictetAM. #text-b6e7a696f3" target="_blank" rel="nofollow noopener">am.pictet.com/uk/en/institut…

“The thesis for Emerging Markets is stronger than ever.” Raymond Sagayam, Managing Partner, Pictet Group joined Haslinda Amin (@haslindatv) on @BloombergTV this week to discuss the compelling case for emerging market debt and equity, and the attractiveness of European equities. bloomberg.com/news/videos/20…

How will 2026 shape up for #investing? Our strategists @luca_paolini and @arun_sai expect #equities to build on their gains (particularly EM stocks), government bond yields to edge higher and US dollar to depreciate. Read more in our annual outlook: #text-00538ac88e" target="_blank" rel="nofollow noopener">am.pictet.com/ch/en/institut…