Industry news and views from Panacea and our partners.
Pictet
Pictet: Seven trends to watch in 2025
The key trends in science, technology and sustainability over the next 12 months – and beyond.
Pictet: Thematic equity: the active element of a global stock portfolio
Since the 1990s, we have been building active thematic equity strategies aiming to identify the winning companies of tomorrow in some of the world’s most dynamic industries. An approach that has struck a chord with a growing circle of investors.
Pictet: Emerging market companies narrowing the sustainability gap
Emerging market companies are improving their sustainability scores faster than the global average, suggesting they could soon become a key feature of sustainable equity portfolios.
Pictet’s Water strategy: 25 years and still making a splash
Back in early 2000, at the height of the dotcom bubble, Pictet Asset Management had a different and novel idea -a strategy that focused on financing solutions to the global water challenge.
Pictet: The 5 lessons investors should learn from 2024
Gold was a top performer in unusual circumstances while US exceptionalism held firm.
Pictet: European direct lending in 2025: looking beyond the crowds
Europe's growing private debt universe presents attractive investment opportunities, particularly in the less crowded lower mid-market.
An 'era of adaptation': A Global Environmental Opportunities strategy update from Pictet AM
Extreme weather events are on the rise around the world, leading to unprecedented flooding and damage to infrastructure and communities. While the need for mitigation remains urgent, investments in adaptation and resilient infrastructure are set to inflect upwards – leading to opportunities in various areas from floodwater management to electric grid enhancement, and urban planning. We believe these areas can provide a compelling long-term return as we enter into an “era of adaptation”.
Powering the future: Why clean energy solutions are the backbone of tomorrow's data centres
Pictet believes that AI will profoundly transform societies, with its untapped and immense potential applications. However, one of the biggest challenges facing the data centre industry is ensuring a secure and reliable power supply while managing their energy consumption. In particular, the custom AI chips market is poised for phenomenal growth, driven by a relentless focus on energy efficiency. How does the Clean Energy Transition strategy benefit from these opportunities?
Pictet: Barometer: Sticking with stocks
Although last year’s rally has taken valuations for stocks to lofty levels, we believe US equities can build on their gains in the first few weeks of 2025.
Pictet: Next-generation weather forecasting with machine learning
Major breakthroughs in AI-enabled weather forecasting are allowing scientists to map the skies with far greater precision, potentially mitigating the economic impact of storms and floods while creating the conditions for a new industry to take root.
Pictet: Trumpeting emerging markets
Donald Trump's election victory is likely to trigger volatility in emerging markets assets in the coming months, but could prove to be surprisingly positive over the medium- and longer-term.
Pictet: The investment landscape in 2025
Resilient growth and falling interest rates in major economies should help equities outperform bonds next year, with US in the lead.
Pictet: European real estate: a selective recovery
European real estate should benefit from attractive valuations and falling interest rates. But not all buildings will do equally well. Where are the best opportunities and how can we maximise them with active management?
Pictet: Playing the other Trump card
Donald Trump's election victory is likely to be significant for fixed income investors worldwide. But quite how significant depends on which version of Trump we get.
Pictet: Renewable natural gas: turning trash into low-carbon energy
First used by the Assyrians, biogas is evolving into a viable low-carbon solution that could yield a number of environmental and financial benefits.
Pictet: China stimulates, emerging countries win
China's incipient recovery, primed by rounds of stimulus, is adding to emerging markets' positive momentum, compounding the effects of falling global interest rates and trade normalisation.
Pictet: What does Trump's victory mean for markets?
Donald Trump's presidency should be good news for the dollar and US equities, but less positive for US bonds and emerging markets.
Pictet: Net zero transition: the investment dynamics of the clean energy supply chain
We commissioned our research partner, the Institute of International Finance (IIF), to conduct a comprehensive study on the nature and potential severity of the most pressing risks associated with energy transition.
Pictet: Taking the measure of Trump and Harris
While markets have so far been relatively sanguine about the coming US presidential election, investors will do well to focus on implications for individual assets as the poll draws closer.
Pictet: AI-powered digital pathology: disrupting healthcare services
AI-powered digital pathology promises to deliver faster, more accurate results and improve cancer care.
Pictet: Demystifying unconstrained fixed income investing
Unconstrained fixed income strategies can easily adjust to changing macro conditions, allocate beyond the mainstream and use duration to maximise returns.
Pictet: Barometer: Advancing the energy transition with government help
Policies and regulations are key to energising a revolution in clean power and carbon reduction, according to carbon capture start-up Climeworks.
Pictet: Barometer: Emerging markets' turn to shine
The prospects for emerging market stocks and bonds outside China are improving as interest rates fall worldwide.
Pictet: AI and big data: revolutionising urban resilience
Smart cities need to strike a delicate balance between deploying transformative power of AI and big data and reducing high tech's growing environmental impact.
Pictet: 1.5°C lifestyles: consuming and living within planetary limits
Find out what kind of lifestyle changes urban planners and inhabitants should make in order for cities to meet the Paris climate goals.
Pictet: The AI tipping point
ChatGPT has opened the door to a new phase of tech development, with businesses eager to embrace the innovation, says Azeem Azhar, tech entrepreneur and creator of Exponential View newsletter.
Pictet: Alternative credit: why overlooking Europe is a mistake
From private debt to distressed and special situations, Europe is fertile ground for investment in alternative credit. It's a region investors can't afford to ignore.
Pictet: Barometer: Conditions favour Swiss and financial stocks
With interest rates set to fall further and the global economy heading for a soft landing, prospects for Swiss and financial stocks look bright.
Pictet: The clean energy grid
A greener planet needs a lot more electricity – and from clean sources. To achieve that, we need a smarter power grid.
Pictet: The Klosters Forum: Financing the transition towards sustainable and resilient cities
The pressing challenge of urbanisation takes the centre stage in this year’s forum where participants emphasise the need for collaborative efforts, innovative financing and transformative approaches.