“The Terrific 20 and the Forgotten 50 have had – and promise to continue having – a significant bearing on the returns of equity markets”. In the recent commentary linked below, Arun Sai and Gertjan van der Geer from Pictet Asset Management look beyond the Magnificent 7 am.pictet.com/ch/en/instit...

“Replacing a portion of a European portfolio’s equity holdings with high yield #bonds boosts risk-adjusted returns, and this becomes particularly clear when judging risk based on how far portfolios fall during market slumps.” Pictet AM's Nicolas Musolino

Read here: am.pictet.com/uk/en/instit...

“Stars align for Emerging Market credit: whether it’s economic growth prospects - we expect EM GDP to grow by 4% this year and next - or company fundamentals, the outlook is arguably the most positive it’s been during the past decade.” Pictet AM's Sabrina Jacobs
am.pictet.com/ch/en/interm...

“Continued uncertainty over tariffs, a mixed economic backdrop and stretched valuations warrant a neutral stance across global equities, bonds and cash,” notes Arun Sai, Senior Multi Asset Strategist, in the latest Barometer from Pictet Asset Management.
See more here: am.pictet.com/ch/en/instit...

This week marks the Pictet Group's 220th anniversary.

Scroll through our digital timeline to learn more about our history and the journey that has shaped who we are today.

www.pictet.com/ch/en/about/...

Pictet Group and SIX have completed a joint pilot project to tokenise corporate debt instruments and allocate fractional quantities of these assets to portfolios managed by
Pictet Asset Management, enabling customization at scale - see press release linked below. #DigitalAssets #Blockchain #SIX

Pictet Wealth Management's Lauréline Renaud-Chatelain discusses on ‪@bloomberg.com‬ the impact on fixed income markets of Powell’s potential replacement and NATO members’ commitment to spend 5% of GDP on defence by 2035

A study by Professor Alex Edmans at London Business School, commissioned by the Diversity Project, finds that cognitive diversity can boost the performance of investment teams – but only if effectively managed.

Our Premium Brands strategy is 20 years old!
"We launched in 2005 as the Chinese market was opening up. What started as a journey to capture emerging trends in the burgeoning luxury segment, has turned into 20 years of growth and innovation." Pictet AM's Caroline Reyl
am.pictet.com/ch/en/instit...

#ECB preview: "We expect the ECB to cut its deposit rate by 25 basis points at its meeting on Thursday. This would be the eighth reduction since last summer, lowering the rate to 2.0% from its peak of 4.0% in June 2024." Pictet Wealth Management Senior Economist Nadia Gharbi

“Credit is a well-rewarded opportunity. Misconceptions about defaults make investors wary credit, but bondholders very well compensated for taking on that risk”, according to Ermira Marika, Head of Developed Markets Credit, Pictet Asset Management: am.pictet.com/ch/en/interm...

“The growing influence of BRICS+ will bolster emerging economies' global impact, attracting inward foreign investment and fuelling economic growth, opening up attractive investment opportunities in listed EM equities.” Anna Mulholland, Head of EM Equities Research and Management, Pictet AM

“In a world where many look for an asset class that can act as a strong diversifier to the North American public markets, and an inflation protected (CPI hedged) income stream in Euros, European core plus real estate stands out.” notes Pictet Alternative Advisors’ Zsolt Kohalmi.

In the news this week: The Swiss National Bank is ready to go below zero.

Olivier Hildbrand, head of developed market credit at Pictet Asset Management, discusses negative interest rates and explains why Swiss Franc bonds remain a compelling choice for investors in the current environment.