Pictet Group

In the news this week: Electricity demand risks spoiling the US’ AI ambitions. Katie Self, senior investment manager at @PictetAM, explains why the increasing electricity demand for data centres in the US may hold the country back in its race for AI leadership. #InTheNews #PictetAssetManagement #AI

Inflation risks have increased since the last ECB meeting, mostly driven by energy prices, the ECB decision depends on the duration and intensity of the energy price shock,” noted Sabrina Khanniche, @PictetAM, in an interview with @BloombergTV ahead of tomorrow’s ECB meeting. “In the case of a prolonged increase in energy prices, the risk is seeing higher for longer inflation, which would increase wage pressures and inflation expectation - the ECB will be attentive to that and be prepared to tighten monetary policy.” bloomberg.com/news/videos/20…

Pictet Wealth Management released the updated edition of its study on the long-term performance of Swiss equities and bonds. The analysis now extends back to 1900 (previously 1926) and includes the performance of Swiss equities and Swiss franc-denominated bonds from 1900 to 1925. Read the study here: pictet.com/uk/en/insights…

Pictet Alternative Advisors and Scantum DW have secured Nextrend (@nextrendlabs) as a long-term tenant for their joint logistics project in in Hochheim am Main, reflecting the strong demand for sustainable and future-proof logistics spaces and the high quality of the Rhine-Main region location. pictet.com/uk/en/corporat…

Pictet Alternative Advisors and Catella (@CatellaGroup) launch a joint venture to deliver 205 apartments in Greater Copenhagen, reflecting their strong belief in the market and further strengthening Pictet Alternative Advisors’ presence in the Nordic residential sector. pictet.com/global/en/corp…

“Heightened volatility is likely to persist following the developments in the Middle East” notes @Luca_Paolini in @PictetAM’s latest Barometer, “As the situation evolves, we stand ready to adjust portfolios, hedging risks through the use of derivatives, gold and the Swiss franc.” am.pictet.com/ch/en/intermed…

“Swissness is back: the values it represents – independence, long-term thinking, quality and respect – are in demand worldwide.” In an interview with @FuW_News, Senior Managing Partner, Marc Pictet, gives insights on the opportunities for Switzerland and its trust as a safe haven. pictet.com/uk/en/corporat…

“Gold is not a low risk asset but it is a high volatility store of value,” highlights Arun Sai (@arun_sai), Senior Multi Asset Strategist @PictetAM, “It is particularly effective as a hedge against two major factors confronting investment portfolios: inflation and policy risk.” am.pictet.com/ch/en/institut…

In the news this week: Japan investors digest PM Takaichi’s landslide Sam Perry, senior equities investment manager at @PictetAM, dissects the investment implications of Japan Prime Minister Takaichi’s landslide victory. #InTheNews #PictetAssetManagement #Japan #Equities

Pictet Asset Services partners with Pareto Asset Management on custody and funds services mandate. Read the press release here: pictet.com/ch/en/corporat…

“Recent developments in Japan have meant its public finances are now under scrutiny and the rapid increase in Japanese Government Bond yields has certainly eroded the relative appeal of foreign investments for Japanese investors.” notes Linda Raggi, @PictetAM. am.pictet.com/uk/en/institut…

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

The Pictet Group today released its unaudited results for 2025, ahead of the publication of its annual report at the end of April. See the press release here: pictet.com/ch/en/corporat…

“A weaker US dollar, ample global liquidity and increased intra-regional trade continue to draw capital into emerging market assets while strong commodity prices benefit resource-rich markets like Brazil and South Africa,” notes @Luca_Paolini in the latest @PictetAM Barometer. am.pictet.com/uk/en/investme…

The Direct Private Equity team at Pictet Alternative Advisors has become a long-term strategic shareholder in QGroup (@QTrust), a German company specialising in cybersecurity solutions and the development of proprietary security technologies. pictet.com/uk/en/corporat…

In the news this week: Investors eye emerging markets as an alternative to US assets. Mariam Jatta, multi-asset analyst at @PictetAM, explains why EM assets - both bonds and equities - are on a roll. #InTheNews #PictetAssetManagement #EMequities #EMbonds

“Emerging market debt grows increasingly attractive in a world of volatile US policy,” highlight @Arun_Sai and Christopher Preece, @PictetAM in a recent Q+A. “In a nutshell, expectations are for further dollar declines and further upside for emerging market debt.” Read our commentary: am.pictet.com/ch/en/intermed…

“The temptation is to say tech stocks are in a bubble but the reality is this is just the beginning of a significant, long-term upcycle.” @Luca_Paolini, Chief Strategist @PictetAM, discusses his global markets outlook on @BloombergTV ‘The Asia Trade’ with @SheryAhnNews and @avrilhongTV. Watch the interview here: spkl.io/6049Aqxct

“With inflation projected to decline and labor market vulnerabilities persisting, we still believe two rate cuts remain likely later this year.” According to Xiao Cui, Senior US Economist at Pictet Wealth Management, rate cuts are on the table despite the hawkish reputation of new @federalreserve Chair Kevin Warsh.

In the news this week: Glencore, Rio Tinto and the mining merger mania. Sabrina Jacobs, Senior Client Portfolio Manager at @PictetAM, explains why metals and mining were the best-performing sector in the emerging markets corporate universe last year and why 2026 is looking promising as well.