#ECB preview: in a “good” position to wait and see
"We expect the @ecb to keep policy unchanged at its meeting on 24 July, leaving the deposit rate at 2.0%. Communication is expected to remain broadly unchanged." @nghrbi, Senior Economist, Pictet WM
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 @PictetAM, enabling customization at scale. #DigitalAssets#Blockchain#SIX
In the news this week: European small and mid-caps outshine US peers.
Arun Sai, senior multi-asset strategist at @PictetAM, explains the drivers behind EU mid-caps outperformance vs. US peers and why they stand to benefit from a pickup in domestic growth.
#InTheNews#EUEquities
In the news this week: Long-term investors reaffirm sustainability convictions
“Marie-Laure Schaufelberger at Pictet, explains why transitioning to a more resilient and #sustainable economy is both an urgent challenge and a compelling investment opportunity.”
“Credit is a well-rewarded opportunity. Misconceptions about defaults make investors wary credit, but bondholders are very well compensated for taking on that risk”, according to Ermira Marika, Head of Developed Markets Credit, @PictetAM
“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, @PictetAM
Looking forward to seeing you live at our media-lunch in Frankfurt on 11 June dear @fwred! Journalists who have not registered yet may do it here: [email protected]
In the news this week: The Swiss National Bank is ready to go below zero.
Olivier Hildbrand, head of developed market credit, @PictetAM, discusses negative interest rates and explains why Swiss Franc bonds remain a compelling choice for investors in the current environment.
In the news this week: Investors are buying into Europe's revival.
Our Managing Partner Elif Aktuğ explains why the current environment is fertile for European private assets and notes that in Europe, the excess performance of private over public equity is double the US, at 20%.
With macroeconomic and structural trends turning positive for emerging market local currency bonds, Alper Gocer, Head of Emerging Markets Fixed Income and Adriana Cristea, Senior Investment Manager, @PictetAM, explain why it’s time for investors to look at the asset class againWith macroeconomic and structural trends turning positive for emerging market local currency bonds, Alper Gocer, Head of Emerging Markets Fixed Income and Adriana Cristea, Senior Investment Manager, @PictetAM, explain why it’s time for investors to look at the asset class again.
"I will remain connected to the Pictet Group." In his last media interview as Senior Managing Partner, Renaud de Planta discusses Pictet's transformation from private bank to global investment group and the challenges facing the Swiss financial landscape, particularly in Geneva.
“Most developed central banks, starting with the Swiss National Bank, unambiguously confirmed their easing bias this week. We continue to expect the Federal Reserve, the European Central Bank and the Bank of England to start cutting rates in June.” Pictet WM's @Fwred
2022 reminded investors of a few home truths. @PictetAM Chief Strategist @luca_paolini takes a look at the key investment lessons we took away from a turbulent year2022 reminded investors of a few home truths. @PictetAM Chief Strategist @luca_paolini takes a look at the key investment lessons we took away from a turbulent year2022 reminded investors of a few home truths. @PictetAM Chief Strategist @luca_paolini takes a look at the key investment lessons we took away from a turbulent year2022 reminded investors of a few home truths. @PictetAM Chief Strategist @luca_paolini takes a look at the key investment lessons we took away from a turbulent year2022 reminded investors of a few home truths. @PictetAM Chief Strategist @luca_paolini takes a look at the key investment lessons we took away from a turbulent year2022 reminded investors of a few home truths. @PictetAM Chief Strategist @luca_paolini takes a look at the key investment lessons we took away from a turbulent year.
Can central banks go broke? Of course not. But some are starting to record large financial losses as interest rates normalise. @fwred@nghrb@TCosterg dig into the complex topic of central bank losses and their potential implications.
“We are excited to expand @PictetAM's offering into #PrivateDebt and give our clients access to a full #FixedIncome spectrum across both listed and private markets, at a time where we foresee a renaissance in fixed income investing." Pictet AM's Fixed Income CIO Raymond Sagayam.