Industry news and views from Panacea and our partners.
Pictet
Pictet: The long, the short and the neutral: demystifying hedge funds
Long/short and market neutral hedge fund strategies can help optimise portfolio returns, acting as diversifiers or substitutes for traditional asset classes.
Pictet: Out of the shadows: the growing appeal of emerging market local currency debt
Macroeconomic and structural trends are finally moving in favour of emerging local currency bonds, after recent setbacks.
Pictet: Barometer: Equities set for further falls as tariffs bite
As the effects of US import tariffs begin to emerge, we shift our stance on equities to underweight.
Pictet: Powering the future of economic growth: investment opportunities driven by the rise of AI
Data centres are at the forefront of driving energy demand in today's rapidly evolving technological landscape.
Pictet: Don't fear credit defaults
Misconceptions about defaults make investors wary of corporate credit. But bondholders are more than sufficiently compensated for taking on that risk, our analysis shows.
Pictet: Next generation of healthcare
Technology is ushering in a new generation of healthcare, supported by specialised tools that can help speed up drug discovery and treatments.
Pictet: The twin sell-off that signals a break with the past
Why the simultaneous decline in Treasuries and the US dollar is a warning sign for investors.
Pictet: Barometer: Emerging market assets offer refuge from Trump tariffs
With China's economic recovery gathering strength, we expect emerging market stocks and bonds to fare better than their tariff-hit developed market peers over the coming months.
Pictet: Hedge funds’ time to shine
In an era of volatile markets and lower yields, hedge funds offer diversification, with the potential of improved returns and downside protection.
Pictet: Liberation Day sell-off: Trump tariff blitz raises recession risk
Investors should reduce risk and seek haven in defensive sectors and government bonds as the tariff shock raises the risk of US recession.
Pictet’s Premium Brand strategy: capitalising on brand excellence for 20 years
Pictet's Premium Brands strategy, led by Caroline Reyl since its inception in 2005, focuses on capturing long-term consumer trends. It invests beyond traditional luxury sectors to include diverse premium brands with strong pricing power and high profitability.
Pictet: Celebrating 25 years of Pictet's Water strategy: a journey of innovation and impact
In 2000, Pictet boldly launched its Water investment strategy, a pioneering approach that has since become a cornerstone of thematic investing.
Pictet: The myth of diversification
If investors want a truly diverse equity portfolio, they need to look beyond the big market-weighted indices which have become too reliant on tech mega stocks.
Pictet: Solving climate change demands more than moonshots
Improvements to existing technologies are just as important in the fight against climate change
Pictet: Measuring the impact of anti-obesity drugs
With an estimated one in eight Americans having taken weight loss drugs such as Ozempic in the past two years, their widespread use could bring considerable economic benefits and reshape the medical, food and leisure industries.
Pictet: Factories of the future
Factories are becoming greener and more efficient, presenting a template of a smarter future that can also transform how we build and operate our cities.
Pictet: Solving climate change demands more than moonshots
Improvements to existing technologies are just as important in the fight against climate change
Pictet: Home advantage: investing in Europe’s residential real estate
Europe’s shortage of quality housing presents attractive opportunities for active real estate investors with local knowledge.
Pictet: Emerging market economies are more resilient than investors realise
Emerging market economies are proving to be far more resilient than in the past thanks to healthier fundamentals than most investors realise.
Pictet: Co-investment: Pictet’s approach in action
Co-investment is a fast growing area of private equity – and one in which we have over three decades of experience. Find out more about our approach.
Pictet: Barometer: Buying into Europe's Renaissance
Corporate earnings in Europe are on a tear. That's one reason why we're upgrading the region's stocks to overweight.
Pictet: Investing in digital: insights from our experts
The digital world is rapidly evolving, driven by relentless innovation, robust growth, and increasing profitability. As technology continues to reshape industries and consumer behaviours, we believe the investment opportunity to be more compelling than ever.
Pictet: Family businesses: outperformance through capital allocation
Owner-managers allocate their company’s capital like it’s their own – because it is.
Pictet: China isn't turning Japanese
China's debt mountain and recent economic woes have investors worried it might be headed towards the type of debt deflation that triggered Japan's lost decades from the early 1990s. We think that's unlikely.
Pictet: Credit as a haven from the bond vigilantes
Big government deficits and rising debt loads threaten to draw the ire of bond vigilantes. By contrast, credit offers a haven for fixed income investors.
Pictet: Malaysia: back on the emerging market equities map
Reform and investment are bringing Malaysia out of the shadows, opening up new investment opportunities in emerging market equities.
Webcast - Pictet Strategic Credit
Please join us for a webinar on our Strategic Credit strategy exploring the potential benefits of a global unconstrained approach in today's evolving financial landscape.
Pictet: Solving climate change demands more than moonshots
Improvements to existing technologies are just as important in the fight against climate change
Pictet: Megatrending 2025: opportunities ahead
Discover the forces shaping our world in our latest Megatrending report. Delve into cutting-edge insights from leading experts on the trends that will define the future.
Pictet: Barometer: US a bright spot as risks to rally multiply
As risks to the world economy multiply we have downgraded equities to neutral but still expect US stocks to outperform most other markets.