Pictet Asset Management

Privately-owned, multi-boutique asset manager. Here, our investment experts draw attention to developments crucial to strategic and tactical asset allocation.

[Pictet Group @PictetGroup]

In the news this week: Investors digest Democrats' sweeping victory.
@luca_paolini, chief strategist at @PictetAM, discusses the investment implications of the Democrats' sweeping midterm victory.
#InTheNews #PictetAssetManagement #US #Equties #midterms #Midterms26

[Pictet Asset Management @PictetAM]

Financial markets have historically taken the results of US midterms in their stride. But this time there are two outlier scenarios investors should attend to. To discover what they are, click https://t.co/IANmFqXoX3

[Pictet Group @PictetGroup]

In the news this week: AI is game-changing equity investing.
David Wright, head of multi-asset quantitative investments at @PictetAM, explains how advances in AI are helping quantitative strategies evolve into the next generation of equity investing.

[Pictet Group @PictetGroup]

In the news this week: AI is game-changing equity investing.
David Wright, head of multi-asset quantitative investments at @PictetAM, explains how advances in AI are helping quantitative strategies evolve into the next generation of equity investing.
#InTheNews #PictetAssetManagement #AI #Equities

[Pictet Asset Management @PictetAM]

From PictetAM chief strategist @luca_paolini

[Luca Paolini @luca_paolini]

Contrary to conventional wisdom, the level of #bond yields and the shape of the US yield curve are perfectly aligned with fundamentals. Keep it simple: bond yields will rise further only if nominal growth will accelerate from here. In any case US TIPS at 3% are very attractive for long-term investors! @PictetAM #multiasset

[Luca Paolini @luca_paolini]

Contrary to conventional wisdom, the level of #bond yields and the shape of the US yield curve are perfectly aligned with fundamentals. Keep it simple: bond yields will rise further only if nominal growth will accelerate from here. In any case US TIPS at 3% are very attractive for long-term investors! @PictetAM #multiasset

[Pictet Asset Management @PictetAM]

From PictetAM senior investment manager, multi asset, @steve_donze

[Steve Donzé @steve_donze]

It looks as if JPY discovered its breakeven point. A stronger JPY takes BoJ to hike 2x faster than Fed.

[Pictet Asset Management @PictetAM]

AI is moving into the physical world, helping to turn humanoids, self-driving cars and other robotic applications from science fiction to reality. https://t.co/ndbbigIpEE

[Pictet Asset Management @PictetAM]

Stronger growth, fiscal stimulus & AI-driven productivity boost should help euro zone to close the rates gap vs US, according to our enhanced Taylor Rule model. That will increase the appeal of European #bonds. Find out more from @MarkoNikolay & team: https://t.co/dh19Rb4DyK

[Pictet Asset Management @PictetAM]

Our model portfolio's positioning at a glance:

[Pictet Asset Management @PictetAM]

A sell-off in tech stocks and persistent geopolitical concerns. What's the best course of action for investors? We stay invested in equities. Find out why in this month's Barometer, our flagship publication for multi-asset investors. https://t.co/cVUAKg8zAr

[Pictet Asset Management @PictetAM]

The renminbi still makes up only about 2% of official foreign exchange reserves, but that figure understates the Chinese currency’s real influence. Read @PkZweifel's analysis to find out more: https://t.co/44WMaQoimo

[Pictet Group @PictetGroup]

In the news: investors digest the El Niño effect. Alejandro Arevalo, head of emerging markets corporate bonds at @PictetAM, discusses the El Niño weather phenomenon and its impact on food prices across emerging economies.

[Pictet Group @PictetGroup]

“Emerging market stocks are not what they used to be.” From advanced manufacturing and processing to AI, robotics and biotech, @PictetAM’s Bahar Sezer-Longworth sheds light on how EMs are moving up the value chain - creating long-term opportunities for equity investors.
Read the full commentary here: https://t.co/KDG4v3meq5

[Pictet Group @PictetGroup]

"The latest energy shock shows that high oil prices no longer spell disaster for emerging markets. Their impact is counterbalanced by booming tech industries, stronger fundamentals and lessened reliance on the dollar." @PictetAM Chief Economist @PkZweifel explains why #EmergingMarkets should no longer be afraid of the #oilprice.
Read the full article here: https://t.co/tRVEAmLaGB

[Pictet Group @PictetGroup]

In the news this week: Businesses must invest billions to navigate extreme heat.
Katie Self, senior investment manager at @PictetAM, discusses the interplay between rising temperature extremes and investors deploying billions into adaptation and resilience strategies.
#InTheNews #PictetAssetManagement #Adaptation #Climate