Pictet Group

In the news this week: Is the world ready for Mythos? Stanislas Chanavat, Thematics Private Equity Principal at Pictet Alternative Advisors, explains why the excitement (and concern) around @AnthropicAI's closely guarded Mythos model is justified and discusses opportunities in emerging and established cybersecurity companies. #InTheNews #PictetAlternativeAdvisors #AI #Anthropic

“We see our job as managing long term savings on behalf of our clients. Our job is to look far into the future and to weather the storm, rather than try to anticipate what the market will do tomorrow.” Watch Laurent Ramsey, Managing Partner at the Pictet Group and Chairman of Pictet Asset Management, on @BloombergTV’s The Pulse, joining Anna Edwards (@annaedwardsnews) in London. bloomberg.com/news/videos/20…

In the News: Beating volatility with bonds Gareth Payne, Head of Fixed Income Client Portfolio Managers at @PictetAM, makes the case for an unconstrained #FixedIncome investment approach, which is well-positioned to navigate the uncertainty and volatility currently driving financial markets. Find out more: am.pictet.com/ch/en/intermed…

“In today’s volatile markets, high-net-worth clients are increasingly recognising the value of private markets as a stabilising force within their portfolios” says Managing Partner Elif Aktuğ in an interview with @MilanoFinanza’s @MarcoCapps. She emphasises the potential for substantial investment in European mid-market companies and hedge funds, underlining that this asset class demands ‘staying power’. Read the full interview here: pictet.com/ch/en/corporat…

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

“A big part of our job is to comfort our clients about the longer term outlook for markets, reminding them of their investment objectives, rather than trying to react to peer pressure or the news flow.” Laurent Ramsey, Managing Partner of Pictet Group and Chairman of Pictet Asset Management spoke today with Stephen Carroll (@stephencrrll) and Caroline Hepker (@chepker) on @BloombergRadio, explaining why long-term investing remains key, how wealthy clients are diversifying across regions, and whether Europe could benefit from shifting capital flows. bloomberg.com/news/videos/20…

Pictet Alternative Advisors and Viga Real Estate announced the acquisition of Project Delta, marking the first expansion of their recently established joint venture. Linus Nilsson, Head of Nordics, Real Estate at Pictet Alternative Advisors, says: “We’re excited about adding an additional 96 high quality residential units to our standing residential portfolio in Copenhagen and to further expand our successful collaboration with Viga Real Estate.” Read more here: pictet.com/uk/en/corporat…

In the news this week: Geopolitics will shape the fragile US–China détente for years to come Maria Vassalou, Head of the Pictet Research Institute, looks beyond the current geopolitical turmoil to examine the long-term implications for Sino–US relations regarding energy supply and export routes. #InTheNews #USChina

In the news this week: Investors eye hedge funds to position for volatility Fabio Bianchetti, Hedge Fund Advisor at Pictet Alternative Advisors, discusses the risks and opportunities in one of the most challenging market environments in recent memory. #InTheNews #PictetAlternativeAdvisors #HedgeFunds

“Conflicting signals on how the war in Iran might come to an end have caused violent swings in asset prices,” notes Luca Paolini (@Luca_Paolini), @PictetAM in the latest Barometer. “Because we cannot gauge how or when this conflict will end, we have chosen to take a neutral stance across equities, bonds and cash.” #text-cfb5e46dbc" target="_blank" rel="nofollow noopener">am.pictet.com/ch/en/intermed…

In the news this week: Swiss bond investors eye blowout sales after Alphabet’s debut. Kristi Tasellari Hug, senior client portfolio manager at @PictetAM, explains why Alphabet’s recent $32 billion debt issuance is reinforcing a trend of global corporates accessing the Swiss franc market to diversify their funding sources. #InTheNews #PictetAssetManagement #SwissFranc #FixedIncome

Pictet Alternative Advisors announces the final close of Pictet Private Equity Entrepreneur Capital I, its first direct private equity strategy at €403m. Edmund Buckley, Head of Direct Private Equity, Pictet Alternative Advisors: “The successful closing of our first fund marks an important milestone for direct private equity at Pictet. We’ve seen how our approach – thematic sector based deal origination coupled with partnering closely with founders, families, and management teams – can help strong companies embrace transformation and accelerate growth.” pictet.com/uk/en/corporat…

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…